+45.8%
EDF price history and return analytics
+351.8%
-306.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.2% |
| 7D | +0.7% | -2.3% | +3.0% | +2.4% |
| 30D | -5.8% | -5.0% | -0.8% | -2.1% |
| 3M | -12.8% | -4.9% | -8.0% | -9.5% |
| 6M | -9.2% | -1.5% | -7.7% | -8.4% |
| YTD | -0.4% | +8.5% | -8.9% | -7.0% |
| 1Y | +2.3% | +11.4% | -9.1% | -6.5% |
| 3Y | +64.5% | +70.1% | -5.5% | +6.0% |
| 5Y | +24.8% | +53.7% | -28.9% | -13.5% |
| 10Y | +30.5% | +220.0% | -189.5% | -44.4% |
| All | +45.8% | +351.8% | -306.1% | -46.2% |
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 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