+27.6%
EDSA vs VT
+15.2%
+12.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.7% | -6.5% | -3.1% |
| 7D | -15.2% | -0.3% | -14.9% | -15.5% |
| 30D | -44.5% | -1.4% | -43.1% | -45.4% |
| 3M | -59.5% | -1.4% | -58.1% | -60.2% |
| 6M | -86.5% | +5.5% | -92.0% | -84.8% |
| YTD | +52.8% | +12.8% | +40.0% | +68.7% |
| 1Y | +27.6% | +15.4% | +12.2% | +39.6% |
| All | +27.6% | +15.2% | +12.4% | +39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling