+289.9%
EDN vs VOO
+80.3%
+209.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.6% |
| 7D | +2.5% | -2.0% | +4.5% | +4.8% |
| 30D | +8.8% | -1.7% | +10.5% | +10.9% |
| 3M | -3.3% | +4.7% | -8.1% | -8.0% |
| 6M | -7.7% | +12.6% | -20.3% | -19.0% |
| YTD | -16.3% | +11.8% | -28.1% | -25.7% |
| 1Y | +33.5% | +17.5% | +16.0% | +13.7% |
| 3Y | +108.2% | +77.0% | +31.2% | +25.7% |
| 5Y | +289.9% | +82.6% | +207.3% | +132.5% |
| All | +289.9% | +80.3% | +209.6% | +132.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling