-83.4%
EDZ vs VT
+73.6%
-157.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | +6.7% | -1.6% | +8.3% | +1.4% |
| 30D | +34.0% | -2.5% | +36.4% | +24.6% |
| 3M | +13.0% | -1.3% | +14.3% | +11.9% |
| 6M | -3.7% | +3.1% | -6.8% | +19.9% |
| YTD | -45.4% | +10.9% | -56.4% | -7.9% |
| 1Y | -44.4% | +12.1% | -56.5% | -2.7% |
| All | -83.4% | +73.6% | -157.0% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling