+216.8%
EDRY vs VOO
+14.7%
+202.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -4.4% |
| 7D | -16.7% | -0.7% | -16.0% | -16.2% |
| 30D | -34.5% | -1.1% | -33.4% | -33.9% |
| 3M | +45.2% | -0.3% | +45.5% | +45.5% |
| 6M | +96.3% | +7.4% | +89.0% | +82.2% |
| YTD | +198.5% | +13.4% | +185.1% | +165.0% |
| 1Y | +216.8% | +14.8% | +202.0% | +177.3% |
| All | +216.8% | +14.7% | +202.1% | +177.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling