-100.0%
EDZ price history and return analytics
+610.5%
-710.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +2.6% |
| 7D | -15.2% | +2.9% | -18.1% | -6.0% |
| 30D | +20.0% | -2.5% | +22.5% | +14.4% |
| 3M | +21.6% | -3.3% | +24.9% | +14.9% |
| 6M | +2.8% | +1.5% | +1.2% | +24.6% |
| YTD | -47.0% | +11.4% | -58.3% | -4.0% |
| 1Y | -46.1% | +11.9% | -58.0% | -0.3% |
| 3Y | -84.5% | +73.9% | -158.4% | +51.4% |
| 5Y | -74.5% | +57.9% | -132.4% | +150.2% |
| 10Y | -98.4% | +222.6% | -321.1% | +387.8% |
| All | -100.0% | +610.5% | -710.5% | +534.1% |
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