-99.7%
EDSA vs VOO
+309.6%
-409.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.4% | -6.4% |
| 7D | -9.3% | +2.6% | -11.9% | -10.7% |
| 30D | -26.8% | -2.0% | -24.8% | -25.5% |
| 3M | -64.3% | -2.8% | -61.5% | -63.4% |
| 6M | -87.3% | +2.2% | -89.4% | -87.4% |
| YTD | +36.6% | +11.5% | +25.1% | +25.1% |
| 1Y | +12.1% | +13.5% | -1.4% | +1.1% |
| 3Y | -23.9% | +78.1% | -102.0% | -52.8% |
| 5Y | -96.0% | +73.1% | -169.2% | -97.5% |
| All | -99.7% | +309.6% | -409.3% | -99.8% |
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 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