+336.7%
EDRY price history and return analytics
+147.2%
+189.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.3% | -13.7% | -13.8% |
| 7D | +4.7% | +2.4% | +2.4% | +3.6% |
| 30D | -28.7% | -1.5% | -27.2% | -28.0% |
| 3M | -6.2% | -4.1% | -2.1% | -4.1% |
| 6M | +64.1% | +0.6% | +63.6% | +63.7% |
| YTD | +182.5% | +11.0% | +171.5% | +168.2% |
| 1Y | +174.1% | +13.3% | +160.8% | +157.5% |
| 3Y | +136.2% | +73.4% | +62.8% | +79.9% |
| 5Y | +52.1% | +57.4% | -5.3% | +19.5% |
| All | +336.7% | +147.2% | +189.6% | +249.0% |
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