+348.0%
VT vs ED
+533.2%
-185.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.4% |
| 7D | -4.2% | +5.2% | -9.3% | -6.1% |
| 30D | -5.8% | +15.5% | -21.3% | -11.2% |
| 3M | -5.2% | +13.0% | -18.3% | -10.0% |
| 6M | +0.1% | +13.1% | -13.0% | -5.3% |
| YTD | +8.2% | +25.3% | -17.0% | -2.3% |
| 1Y | +10.1% | +30.5% | -20.4% | -2.5% |
| 3Y | +69.7% | +49.3% | +20.3% | +37.9% |
| 5Y | +53.4% | +84.6% | -31.2% | +10.6% |
| 10Y | +219.2% | +135.4% | +83.8% | +84.0% |
| All | +348.0% | +533.2% | -185.1% | -2.3% |
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 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