-99.6%
EDSA vs VOO
+817.1%
-916.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | -8.5% | +0.1% | -8.6% | -8.5% |
| 3M | -33.3% | +2.0% | -35.3% | -34.1% |
| 6M | +10.8% | +13.0% | -2.3% | +0.7% |
| YTD | +233.1% | +13.6% | +219.5% | +200.1% |
| 1Y | +87.0% | +20.1% | +66.9% | +61.2% |
| 3Y | -19.6% | +77.6% | -97.1% | -49.7% |
| 5Y | -88.3% | +82.4% | -170.8% | -92.8% |
| 10Y | -99.4% | +316.8% | -416.2% | -99.8% |
| All | -99.6% | +817.1% | -916.6% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling