-94.2%
EDHL price history and return analytics
+47.9%
-142.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -7.1% | +1.0% | -8.1% | -8.2% |
| 30D | -5.8% | -0.2% | -5.5% | -5.6% |
| 3M | +5.9% | +4.5% | +1.4% | -0.3% |
| 6M | +20.6% | +14.1% | +6.6% | +9.3% |
| YTD | -34.7% | +14.8% | -49.4% | -40.9% |
| 1Y | -38.7% | +21.2% | -59.9% | -46.9% |
| All | -94.2% | +47.9% | -142.1% | -94.6% |
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