-98.5%
EDZ vs VOO
+311.2%
-409.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +3.7% |
| 7D | -15.2% | +3.3% | -18.4% | -7.2% |
| 30D | +20.0% | -2.7% | +22.7% | +15.5% |
| 3M | +21.6% | -1.7% | +23.3% | +21.4% |
| 6M | +2.8% | +3.1% | -0.4% | +22.8% |
| YTD | -47.0% | +11.9% | -58.9% | -17.0% |
| 1Y | -46.1% | +12.1% | -58.2% | -14.9% |
| 3Y | -84.5% | +78.6% | -163.1% | -7.3% |
| 5Y | -74.5% | +73.8% | -148.3% | +82.4% |
| All | -98.5% | +311.2% | -409.6% | +219.6% |
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