+591.9%
EDRY vs VT
+156.7%
+435.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.4% | +10.3% |
| 7D | +14.0% | +0.4% | +13.6% | +13.7% |
| 30D | +114.6% | +1.0% | +113.6% | +113.5% |
| 3M | +159.3% | +2.4% | +156.9% | +155.8% |
| 6M | +175.4% | +12.0% | +163.4% | +159.8% |
| YTD | +347.6% | +15.3% | +332.3% | +316.2% |
| 1Y | +426.9% | +22.6% | +404.3% | +375.4% |
| 3Y | +307.3% | +74.7% | +232.6% | +208.2% |
| 5Y | +105.1% | +66.1% | +39.0% | +57.0% |
| All | +591.9% | +156.7% | +435.2% | +441.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling