+175.6%
EDOW vs VT
+171.6%
+4.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +1.5% | +2.4% | -0.8% | -0.6% |
| 30D | +2.7% | -1.5% | +4.2% | +4.0% |
| 3M | +0.8% | -4.1% | +5.0% | +4.5% |
| 6M | +9.7% | +0.6% | +9.2% | +8.7% |
| YTD | +14.0% | +11.0% | +2.9% | +3.0% |
| 1Y | +15.5% | +13.3% | +2.2% | +2.4% |
| 3Y | +64.6% | +73.4% | -8.8% | -1.8% |
| 5Y | +60.8% | +57.4% | +3.4% | +4.5% |
| All | +175.6% | +171.6% | +4.0% | +9.8% |
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