+669.8%
EDRY vs VOO
+217.3%
+452.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.8% |
| 7D | +22.7% | -2.0% | +24.7% | +23.7% |
| 30D | +66.4% | -1.7% | +68.0% | +67.4% |
| 3M | +189.4% | +4.7% | +184.6% | +183.7% |
| 6M | +225.6% | +12.6% | +213.1% | +210.2% |
| YTD | +397.9% | +11.8% | +386.2% | +375.8% |
| 1Y | +456.5% | +17.5% | +439.0% | +421.5% |
| 3Y | +354.7% | +77.0% | +277.7% | +263.5% |
| 5Y | +116.3% | +82.6% | +33.7% | +70.0% |
| All | +669.8% | +217.3% | +452.4% | +441.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling