-23.4%
EDSA vs VOO
+77.0%
-100.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.1% |
| 7D | -0.8% | -0.4% | -0.5% | -0.7% |
| 30D | -9.9% | -1.4% | -8.5% | -9.6% |
| 3M | -4.5% | +3.7% | -8.2% | -5.5% |
| 6M | -33.9% | +13.0% | -46.9% | -35.8% |
| YTD | +232.4% | +12.4% | +220.0% | +221.7% |
| 1Y | +94.2% | +18.6% | +75.6% | +82.5% |
| All | -23.4% | +77.0% | -100.4% | -34.7% |
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