+50.0%
VG vs ED
+26.3%
+23.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.2% |
| 7D | -22.0% | +1.6% | -23.7% | -21.8% |
| 30D | -11.6% | +13.3% | -25.0% | -11.9% |
| 3M | -14.9% | +9.7% | -24.6% | -14.8% |
| 6M | -3.5% | +12.8% | -16.3% | -2.8% |
| YTD | +70.0% | +22.3% | +47.7% | +52.1% |
| 1Y | +50.0% | +26.3% | +23.7% | +30.3% |
| All | +50.0% | +26.3% | +23.7% | +30.3% |
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