-10.3%
EDC price history and return analytics
+592.2%
-602.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +5.8% |
| 7D | -9.9% | -2.3% | -7.6% | -1.4% |
| 30D | -34.1% | -5.0% | -29.1% | -20.5% |
| 3M | -29.3% | -4.9% | -24.4% | -13.7% |
| 6M | -43.0% | -1.5% | -41.5% | -32.9% |
| YTD | -4.1% | +8.5% | -12.6% | -11.6% |
| 1Y | -2.2% | +11.4% | -13.5% | -16.9% |
| 3Y | +110.8% | +70.1% | +40.7% | -49.9% |
| 5Y | -29.0% | +53.7% | -82.7% | -73.8% |
| 10Y | +5.9% | +220.0% | -214.1% | -94.6% |
| All | -10.3% | +592.2% | -602.5% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling