+312.2%
VOO vs ED
+143.7%
+168.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | +3.3% | -1.7% | +5.0% | +3.7% |
| 30D | -2.7% | +10.7% | -13.4% | -5.3% |
| 3M | -1.7% | +11.6% | -13.4% | -4.7% |
| 6M | +3.1% | +13.5% | -10.4% | -0.6% |
| YTD | +11.9% | +23.1% | -11.2% | +5.1% |
| 1Y | +12.1% | +23.1% | -11.0% | +5.1% |
| 3Y | +78.6% | +47.9% | +30.6% | +54.6% |
| 5Y | +73.8% | +83.9% | -10.1% | +38.0% |
| All | +312.2% | +143.7% | +168.5% | +212.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling