+50.3%
EDC price history and return analytics
+229.8%
-179.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +1.1% |
| 7D | -4.1% | -1.1% | -3.0% | -0.7% |
| 30D | +4.6% | -1.0% | +5.6% | +8.3% |
| 3M | -5.8% | +3.2% | -9.0% | -10.5% |
| 6M | +27.9% | +12.5% | +15.4% | +1.9% |
| YTD | +51.2% | +14.1% | +37.1% | +18.3% |
| 1Y | +71.4% | +18.9% | +52.5% | +20.8% |
| 3Y | +212.7% | +74.1% | +138.6% | -19.9% |
| 5Y | +0.6% | +66.9% | -66.2% | -66.5% |
| All | +50.3% | +229.8% | -179.5% | -91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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