-84.4%
EDZ vs VOO
+78.5%
-162.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | -0.1% |
| 7D | -8.5% | +2.6% | -11.1% | -0.9% |
| 30D | +14.0% | -2.0% | +16.0% | +11.1% |
| 3M | +24.0% | -2.8% | +26.8% | +20.0% |
| 6M | +10.6% | +2.2% | +8.5% | +29.9% |
| YTD | -46.4% | +11.5% | -57.9% | -16.4% |
| 1Y | -47.4% | +13.5% | -60.9% | -14.2% |
| 3Y | -84.4% | +78.1% | -162.4% | +5.8% |
| All | -84.4% | +78.5% | -162.8% | +5.8% |
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