-88.4%
EDSA price history and return analytics
+66.2%
-154.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -1.0% | +1.0% | -2.1% | -1.7% |
| 30D | -10.2% | -0.2% | -10.0% | -10.1% |
| 3M | -11.9% | +4.5% | -16.5% | -14.8% |
| 6M | -27.5% | +14.1% | -41.5% | -33.7% |
| YTD | +233.1% | +14.8% | +218.3% | +197.5% |
| 1Y | +95.5% | +21.2% | +74.3% | +66.0% |
| 3Y | -22.3% | +76.6% | -98.9% | -54.1% |
| 5Y | -88.4% | +66.6% | -155.0% | -94.9% |
| All | -88.4% | +66.2% | -154.6% | -94.9% |
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