-80.2%
EDZ vs VT
+66.2%
-146.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -6.7% | +0.4% | -7.2% | -5.4% |
| 30D | -12.9% | +1.0% | -13.8% | -9.8% |
| 3M | -10.3% | +2.4% | -12.7% | +3.6% |
| 6M | -49.5% | +12.0% | -61.5% | -18.5% |
| YTD | -60.8% | +15.3% | -76.1% | -29.9% |
| 1Y | -71.4% | +22.6% | -94.0% | -38.2% |
| 3Y | -87.2% | +74.7% | -161.8% | -11.3% |
| All | -80.2% | +66.2% | -146.4% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling