+80.7%
EDD price history and return analytics
+355.4%
-274.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.2% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | +1.3% | -3.1% | +4.4% | +3.2% |
| 3M | -5.8% | -3.5% | -2.3% | -3.7% |
| 6M | +5.4% | +0.5% | +4.9% | +4.9% |
| YTD | +10.9% | +10.8% | +0.2% | +4.0% |
| 1Y | +15.5% | +11.9% | +3.6% | +7.5% |
| 3Y | +67.4% | +73.0% | -5.6% | +17.3% |
| 5Y | +49.1% | +58.6% | -9.5% | +9.1% |
| 10Y | +77.2% | +219.2% | -141.9% | -19.9% |
| All | +80.7% | +355.4% | -274.7% | -45.4% |
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