-98.5%
EDZ vs VOO
+314.0%
-412.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | -1.6% |
| 7D | -8.5% | +0.5% | -9.1% | -7.3% |
| 30D | -13.4% | -0.9% | -12.4% | -15.3% |
| 3M | -21.4% | +3.9% | -25.3% | -9.7% |
| 6M | -53.7% | +14.5% | -68.2% | -27.4% |
| YTD | -60.9% | +13.0% | -73.8% | -39.7% |
| 1Y | -69.5% | +19.4% | -89.0% | -45.0% |
| 3Y | -88.0% | +78.9% | -166.9% | -29.5% |
| 5Y | -81.0% | +82.3% | -163.3% | +50.3% |
| 10Y | -98.5% | +314.2% | -412.8% | +235.6% |
| All | -98.5% | +314.0% | -412.6% | +235.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling