-100.0%
EDZ price history and return analytics
+608.4%
-708.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | 0.0% |
| 7D | -8.5% | +2.4% | -10.9% | -0.4% |
| 30D | +14.0% | -1.5% | +15.5% | +12.1% |
| 3M | +24.0% | -4.1% | +28.1% | +14.1% |
| 6M | +10.6% | +0.6% | +10.1% | +29.8% |
| YTD | -46.4% | +11.0% | -57.5% | -4.0% |
| 1Y | -47.4% | +13.3% | -60.7% | +1.4% |
| 3Y | -84.4% | +73.4% | -157.7% | +51.3% |
| 5Y | -74.3% | +57.4% | -131.7% | +150.3% |
| 10Y | -98.4% | +221.7% | -320.1% | +388.0% |
| All | -100.0% | +608.4% | -708.4% | +534.4% |
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