-80.9%
EDZ price history and return analytics
+65.7%
-146.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | -0.4% |
| 7D | -5.6% | -0.1% | -5.5% | -6.0% |
| 30D | -14.2% | -0.7% | -13.6% | -15.5% |
| 3M | -19.6% | +4.0% | -23.6% | -4.3% |
| 6M | -50.1% | +12.3% | -62.4% | -19.4% |
| YTD | -60.3% | +14.0% | -74.3% | -31.3% |
| 1Y | -68.5% | +20.3% | -88.8% | -35.7% |
| 3Y | -87.9% | +75.4% | -163.3% | -15.7% |
| 5Y | -80.9% | +66.0% | -146.8% | +55.6% |
| All | -80.9% | +65.7% | -146.5% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling