+49.2%
EDV price history and return analytics
+357.8%
-308.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.3% |
| 7D | -3.8% | +2.9% | -6.7% | -2.9% |
| 30D | +3.2% | -2.5% | +5.7% | +2.4% |
| 3M | -2.3% | -3.3% | +1.1% | -3.3% |
| 6M | -6.2% | +1.5% | -7.7% | -5.7% |
| YTD | -8.2% | +11.4% | -19.5% | -4.9% |
| 1Y | -12.5% | +11.9% | -24.4% | -9.3% |
| 3Y | -4.4% | +73.9% | -78.3% | +15.5% |
| 5Y | -49.8% | +57.9% | -107.7% | -41.6% |
| 10Y | -26.4% | +222.6% | -249.1% | +20.6% |
| All | +49.2% | +357.8% | -308.7% | +216.4% |
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