-4.9%
EDC price history and return analytics
+606.8%
-611.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -0.7% |
| 7D | -4.3% | -0.1% | -4.1% | -2.3% |
| 30D | -28.1% | -3.1% | -25.1% | -18.6% |
| 3M | -25.5% | -3.5% | -22.0% | -13.0% |
| 6M | -40.6% | +0.5% | -41.1% | -34.5% |
| YTD | +1.7% | +10.8% | -9.0% | -12.2% |
| 1Y | -0.2% | +11.9% | -12.1% | -16.4% |
| 3Y | +132.3% | +73.0% | +59.4% | -47.7% |
| 5Y | -24.8% | +58.6% | -83.5% | -74.9% |
| 10Y | +20.4% | +219.2% | -198.8% | -93.8% |
| All | -4.9% | +606.8% | -611.7% | -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