+175.8%
EDOW vs VT
+171.0%
+4.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +1.2% | -0.1% | +1.3% | +1.3% |
| 30D | +3.3% | -3.1% | +6.4% | +6.1% |
| 3M | +0.5% | -3.5% | +4.0% | +3.6% |
| 6M | +9.9% | +0.5% | +9.5% | +8.9% |
| YTD | +14.1% | +10.8% | +3.3% | +3.3% |
| 1Y | +16.5% | +11.9% | +4.6% | +4.5% |
| 3Y | +64.9% | +73.0% | -8.1% | -1.4% |
| 5Y | +60.7% | +58.6% | +2.1% | +3.7% |
| All | +175.8% | +171.0% | +4.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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