-95.2%
EDSA price history and return analytics
+57.4%
-152.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.4% | +2.6% | +13.8% | +14.2% |
| 7D | +2.0% | +0.4% | +1.7% | +1.8% |
| 30D | -29.1% | -2.6% | -26.5% | -27.4% |
| 3M | -52.8% | -3.2% | -49.5% | -51.4% |
| 6M | -84.7% | +0.9% | -85.7% | -84.8% |
| YTD | +75.4% | +11.3% | +64.0% | +56.4% |
| 1Y | +45.6% | +14.0% | +31.6% | +26.3% |
| 3Y | -16.4% | +75.8% | -92.3% | -57.1% |
| 5Y | -95.2% | +57.8% | -153.0% | -97.0% |
| All | -95.2% | +57.4% | -152.6% | -97.0% |
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 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