+810.9%
VOO vs ED
+362.2%
+448.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | +2.6% | +2.1% | +0.5% | +2.0% |
| 30D | -2.0% | +10.4% | -12.4% | -4.9% |
| 3M | -2.8% | +12.5% | -15.3% | -6.2% |
| 6M | +2.2% | +14.9% | -12.7% | -2.3% |
| YTD | +11.5% | +24.8% | -13.3% | +3.6% |
| 1Y | +13.5% | +23.8% | -10.3% | +5.5% |
| 3Y | +78.1% | +51.6% | +26.4% | +51.4% |
| 5Y | +73.1% | +86.4% | -13.3% | +35.3% |
| 10Y | +310.7% | +145.4% | +165.3% | +182.4% |
| All | +810.9% | +362.2% | +448.7% | +297.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling