-97.8%
EDZ vs VT
+215.5%
-313.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.6% | -5.6% |
| 7D | +6.8% | -2.3% | +9.1% | +1.1% |
| 30D | +42.3% | -5.0% | +47.3% | +25.4% |
| 3M | +25.7% | -4.9% | +30.6% | +13.1% |
| 6M | +21.2% | -1.5% | +22.8% | +31.8% |
| YTD | -41.4% | +8.5% | -49.9% | -7.3% |
| 1Y | -42.7% | +11.4% | -54.1% | -1.3% |
| 3Y | -82.2% | +70.1% | -152.3% | +31.8% |
| 5Y | -73.8% | +53.7% | -127.5% | +98.5% |
| All | -97.8% | +215.5% | -313.4% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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