-98.2%
EDZ vs VOO
+317.9%
-416.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.3% | -11.2% | -2.8% |
| 7D | -2.3% | +0.1% | -2.4% | -0.2% |
| 30D | +26.6% | -3.3% | +29.9% | +19.5% |
| 3M | +18.2% | -2.4% | +20.6% | +15.7% |
| 6M | +13.0% | +2.6% | +10.4% | +33.1% |
| YTD | -46.6% | +11.3% | -57.9% | -17.9% |
| 1Y | -48.8% | +13.4% | -62.2% | -16.8% |
| 3Y | -84.7% | +80.3% | -165.0% | -6.7% |
| 5Y | -75.6% | +72.7% | -148.3% | +71.3% |
| 10Y | -98.2% | +310.0% | -408.2% | +287.3% |
| All | -98.2% | +317.9% | -416.1% | +287.3% |
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