-99.4%
EDSA price history and return analytics
+229.8%
-329.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.9% | -10.1% | -9.9% |
| 7D | -10.6% | -1.1% | -9.5% | -9.9% |
| 30D | -20.2% | -1.0% | -19.2% | -19.7% |
| 3M | -25.1% | +3.2% | -28.3% | -27.2% |
| 6M | -36.1% | +12.5% | -48.6% | -41.8% |
| YTD | +197.9% | +14.1% | +183.8% | +164.7% |
| 1Y | +75.5% | +18.9% | +56.6% | +50.5% |
| 3Y | -31.3% | +74.1% | -105.4% | -58.0% |
| 5Y | -89.8% | +66.9% | -156.7% | -93.5% |
| All | -99.4% | +229.8% | -329.1% | -99.7% |
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 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