+52.4%
EDV price history and return analytics
+360.7%
-308.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.5% |
| 7D | -1.4% | -0.7% | -0.7% | -1.6% |
| 30D | +6.1% | -1.7% | +7.8% | +5.6% |
| 3M | -0.3% | -2.3% | +2.0% | -1.0% |
| 6M | -5.1% | +1.5% | -6.6% | -4.6% |
| YTD | -6.2% | +12.0% | -18.2% | -2.7% |
| 1Y | -10.5% | +12.9% | -23.3% | -6.9% |
| 3Y | -2.3% | +74.9% | -77.3% | +18.3% |
| 5Y | -49.0% | +59.9% | -108.9% | -40.3% |
| 10Y | -24.8% | +224.6% | -249.4% | +23.5% |
| All | +52.4% | +360.7% | -308.2% | +224.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling