-87.5%
EDZ vs VT
+75.0%
-162.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -6.7% | +0.4% | -7.2% | -5.3% |
| 30D | -12.9% | +1.0% | -13.8% | -9.5% |
| 3M | -10.3% | +2.4% | -12.7% | +5.2% |
| 6M | -49.5% | +12.0% | -61.5% | -15.0% |
| YTD | -60.8% | +15.3% | -76.1% | -26.6% |
| 1Y | -71.4% | +22.6% | -94.0% | -35.0% |
| All | -87.5% | +75.0% | -162.4% | +1.8% |
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 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