+42.4%
EDF price history and return analytics
+222.7%
-180.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | 0.0% |
| 7D | +3.3% | -0.1% | +3.4% | +3.4% |
| 30D | +3.2% | -0.7% | +3.9% | +3.8% |
| 3M | +2.0% | +4.0% | -2.0% | -1.8% |
| 6M | +15.6% | +12.3% | +3.3% | +3.1% |
| YTD | +19.1% | +14.0% | +5.1% | +4.5% |
| 1Y | +21.0% | +20.3% | +0.7% | +0.6% |
| 3Y | +76.2% | +75.4% | +0.8% | -2.0% |
| 5Y | +31.8% | +66.0% | -34.2% | -23.3% |
| 10Y | +42.4% | +228.2% | -185.8% | -61.5% |
| All | +42.4% | +222.7% | -180.3% | -61.5% |
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