-10.1%
EDV price history and return analytics
+76.6%
-86.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.7% | +1.0% | -0.3% | +0.4% |
| 30D | -0.1% | -0.2% | +0.2% | 0.0% |
| 3M | -3.1% | +4.5% | -7.6% | -4.2% |
| 6M | -7.7% | +14.1% | -21.7% | -10.7% |
| YTD | -4.9% | +14.8% | -19.6% | -8.2% |
| 1Y | -7.8% | +21.2% | -29.0% | -12.3% |
| 3Y | -10.1% | +76.6% | -86.7% | -32.5% |
| All | -10.1% | +76.6% | -86.7% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling