-9.9%
EDV vs VOO
+77.0%
-86.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | +0.4% | -1.4% | +1.8% | +0.7% |
| 3M | -4.7% | +3.7% | -8.5% | -5.4% |
| 6M | -9.6% | +13.0% | -22.7% | -11.6% |
| YTD | -5.6% | +12.4% | -18.1% | -7.7% |
| 1Y | -7.9% | +18.6% | -26.5% | -10.7% |
| All | -9.9% | +77.0% | -86.8% | -29.9% |
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 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