+32.7%
EDN vs VOO
+325.3%
-292.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -3.2% |
| 7D | -0.5% | -0.8% | +0.3% | +0.2% |
| 30D | +7.8% | -1.1% | +8.9% | +8.9% |
| 3M | -13.7% | +3.9% | -17.6% | -16.8% |
| 6M | -12.3% | +13.6% | -26.0% | -22.5% |
| YTD | -18.3% | +12.7% | -31.0% | -26.9% |
| 1Y | +35.8% | +17.6% | +18.2% | +17.7% |
| 3Y | +108.3% | +77.3% | +31.0% | +28.0% |
| 5Y | +280.7% | +84.1% | +196.6% | +124.0% |
| All | +32.7% | +325.3% | -292.6% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling