+50.5%
EDD price history and return analytics
+66.2%
-15.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +3.6% | +1.0% | +2.6% | +3.1% |
| 30D | +0.3% | -0.2% | +0.6% | +0.4% |
| 3M | +14.5% | +4.5% | +9.9% | +11.8% |
| 6M | +16.6% | +14.1% | +2.6% | +9.1% |
| YTD | +18.3% | +14.8% | +3.6% | +10.3% |
| 1Y | +24.0% | +21.2% | +2.9% | +12.5% |
| 3Y | +81.9% | +76.6% | +5.4% | +35.4% |
| 5Y | +50.5% | +66.6% | -16.0% | +13.2% |
| All | +50.5% | +66.2% | -15.7% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling