+51.8%
VG vs ED
+27.1%
+24.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.0% | -10.7% | -7.4% |
| 7D | -16.4% | +5.4% | -21.8% | -16.1% |
| 30D | -10.8% | +16.4% | -27.1% | -11.2% |
| 3M | -6.3% | +11.9% | -18.2% | -6.3% |
| 6M | -12.5% | +11.6% | -24.1% | -12.0% |
| YTD | +76.9% | +24.1% | +52.8% | +57.7% |
| 1Y | +51.8% | +26.9% | +24.9% | +32.5% |
| All | +51.8% | +27.1% | +24.7% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling