+256.8%
EDN vs VOO
+812.0%
-555.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.9% |
| 7D | +4.1% | +0.5% | +3.6% | +3.6% |
| 30D | +1.6% | -0.9% | +2.5% | +2.6% |
| 3M | -4.6% | +3.9% | -8.5% | -7.9% |
| 6M | -2.6% | +14.5% | -17.1% | -14.6% |
| YTD | -17.6% | +13.0% | -30.5% | -26.4% |
| 1Y | +42.1% | +19.4% | +22.6% | +21.3% |
| 3Y | +105.1% | +78.9% | +26.2% | +23.3% |
| 5Y | +255.3% | +82.3% | +173.0% | +107.2% |
| 10Y | +29.3% | +314.2% | -284.9% | -64.9% |
| All | +256.8% | +812.0% | -555.2% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling