-98.6%
EDZ price history and return analytics
+229.8%
-328.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -0.9% |
| 7D | +4.0% | -1.1% | +5.1% | +0.8% |
| 30D | -6.5% | -1.0% | -5.5% | -8.6% |
| 3M | -9.3% | +3.2% | -12.4% | +5.0% |
| 6M | -48.0% | +12.5% | -60.4% | -13.7% |
| YTD | -59.2% | +14.1% | -73.2% | -27.4% |
| 1Y | -65.7% | +18.9% | -84.6% | -29.3% |
| 3Y | -87.1% | +74.1% | -161.2% | +1.8% |
| 5Y | -80.4% | +66.9% | -147.3% | +86.6% |
| All | -98.6% | +229.8% | -328.4% | +283.9% |
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