+635.9%
EDRY price history and return analytics
+153.8%
+482.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.7% | +8.4% |
| 7D | +9.1% | -0.1% | +9.2% | +9.1% |
| 30D | +67.8% | -0.7% | +68.5% | +68.3% |
| 3M | +174.3% | +4.0% | +170.3% | +168.6% |
| 6M | +215.0% | +12.3% | +202.7% | +196.7% |
| YTD | +376.0% | +14.0% | +362.0% | +345.1% |
| 1Y | +443.9% | +20.3% | +423.6% | +395.3% |
| 3Y | +334.7% | +75.4% | +259.3% | +228.2% |
| 5Y | +102.6% | +66.0% | +36.6% | +55.4% |
| All | +635.9% | +153.8% | +482.1% | +479.3% |
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