-93.4%
EDHL price history and return analytics
+47.0%
-140.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.3% |
| 7D | +11.6% | -1.1% | +12.7% | +13.0% |
| 30D | +11.9% | -1.0% | +12.9% | +13.1% |
| 3M | -26.1% | +3.2% | -29.2% | -29.2% |
| 6M | +43.0% | +12.5% | +30.6% | +31.6% |
| YTD | -26.3% | +14.1% | -40.4% | -32.9% |
| 1Y | -71.7% | +18.9% | -90.6% | -75.1% |
| All | -93.4% | +47.0% | -140.4% | -93.8% |
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