+2.8%
EDZ price history and return analytics
+1.6%
+1.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +1.5% |
| 7D | -15.2% | +2.9% | -18.1% | -1.0% |
| 30D | +20.0% | -2.5% | +22.5% | +8.3% |
| 3M | +21.6% | -3.3% | +24.9% | +6.9% |
| 6M | +2.8% | +1.5% | +1.2% | +33.8% |
| All | +2.8% | +1.6% | +1.2% | +33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling