+407.8%
EDRY vs VOO
+217.9%
+190.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.8% |
| 7D | +18.7% | +3.3% | +15.4% | +17.2% |
| 30D | -20.8% | -2.7% | -18.1% | -19.8% |
| 3M | +10.5% | -1.7% | +12.2% | +11.3% |
| 6M | +90.7% | +3.1% | +87.6% | +88.5% |
| YTD | +228.5% | +11.9% | +216.6% | +214.3% |
| 1Y | +212.2% | +12.1% | +200.2% | +198.5% |
| 3Y | +181.6% | +78.6% | +103.0% | +124.9% |
| 5Y | +76.9% | +73.8% | +3.1% | +40.8% |
| All | +407.8% | +217.9% | +190.0% | +257.4% |
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