-99.6%
EDSA vs VT
+223.7%
-323.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.4% | +2.6% | +13.8% | +14.4% |
| 7D | +2.0% | +0.4% | +1.7% | +1.8% |
| 30D | -29.1% | -2.6% | -26.5% | -27.5% |
| 3M | -52.8% | -3.2% | -49.5% | -51.5% |
| 6M | -84.7% | +0.9% | -85.7% | -84.8% |
| YTD | +75.4% | +11.3% | +64.0% | +58.7% |
| 1Y | +45.6% | +14.0% | +31.6% | +29.0% |
| 3Y | -16.4% | +75.8% | -92.3% | -49.7% |
| 5Y | -95.2% | +57.8% | -153.0% | -96.8% |
| 10Y | -99.6% | +219.8% | -319.4% | -99.8% |
| All | -99.6% | +223.7% | -323.3% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling