+26.0%
EDRY price history and return analytics
+57.4%
-31.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.6% | +8.5% | +9.2% |
| 7D | -5.6% | +0.4% | -5.9% | -5.6% |
| 30D | -34.5% | -2.6% | -31.9% | -33.1% |
| 3M | +10.7% | -3.2% | +14.0% | +13.3% |
| 6M | +77.4% | +0.9% | +76.5% | +76.1% |
| YTD | +199.7% | +11.3% | +188.4% | +177.9% |
| 1Y | +206.9% | +14.0% | +192.9% | +180.0% |
| 3Y | +155.5% | +75.8% | +79.6% | +69.2% |
| 5Y | +26.0% | +57.8% | -31.8% | -0.7% |
| All | +26.0% | +57.4% | -31.3% | -0.7% |
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