+102.6%
EDRY vs VOO
+81.6%
+21.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.5% | +8.5% | +8.3% |
| 7D | +9.1% | -0.4% | +9.4% | +9.2% |
| 30D | +67.8% | -1.4% | +69.2% | +69.1% |
| 3M | +174.3% | +3.7% | +170.6% | +167.5% |
| 6M | +215.0% | +13.0% | +202.0% | +190.8% |
| YTD | +376.0% | +12.4% | +363.6% | +341.1% |
| 1Y | +443.9% | +18.6% | +425.3% | +387.4% |
| 3Y | +334.7% | +78.1% | +256.7% | +195.0% |
| 5Y | +102.6% | +82.3% | +20.3% | +35.9% |
| All | +102.6% | +81.6% | +21.0% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling