+302.4%
EDRY vs VOO
+79.1%
+223.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.3% |
| 7D | +9.2% | +0.5% | +8.6% | +8.8% |
| 30D | +62.8% | -0.9% | +63.8% | +63.5% |
| 3M | +159.2% | +3.9% | +155.3% | +153.6% |
| 6M | +179.9% | +14.5% | +165.4% | +160.0% |
| YTD | +340.7% | +13.0% | +327.7% | +312.5% |
| 1Y | +416.8% | +19.4% | +397.4% | +371.5% |
| 3Y | +302.4% | +78.9% | +223.6% | +234.8% |
| All | +302.4% | +79.1% | +223.3% | +234.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling