+367.5%
EDRY vs VT
+146.6%
+220.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | -1.8% | -0.1% | -1.7% | -1.6% |
| 30D | -33.9% | -3.1% | -30.9% | -32.7% |
| 3M | +6.6% | -3.5% | +10.1% | +8.6% |
| 6M | +79.0% | +0.5% | +78.6% | +78.7% |
| YTD | +202.4% | +10.8% | +191.6% | +187.4% |
| 1Y | +187.9% | +11.9% | +176.0% | +172.2% |
| 3Y | +159.2% | +73.0% | +86.2% | +97.7% |
| 5Y | +35.1% | +58.6% | -23.5% | +5.8% |
| All | +367.5% | +146.6% | +220.9% | +274.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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