-26.6%
EDV price history and return analytics
+221.8%
-248.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.8% |
| 7D | -4.5% | +2.4% | -6.9% | -4.3% |
| 30D | +1.1% | -1.5% | +2.6% | +1.0% |
| 3M | -3.7% | -4.1% | +0.4% | -4.2% |
| 6M | -6.5% | +0.6% | -7.0% | -6.4% |
| YTD | -8.9% | +11.0% | -19.9% | -7.6% |
| 1Y | -12.1% | +13.3% | -25.5% | -10.7% |
| 3Y | -4.7% | +73.4% | -78.1% | +3.8% |
| 5Y | -50.2% | +57.4% | -107.6% | -47.6% |
| All | -26.6% | +221.8% | -248.3% | -5.3% |
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