+145.1%
EDU vs VOO
+812.0%
-666.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | -3.2% | +0.5% | -3.8% | -3.7% |
| 30D | +1.3% | -0.9% | +2.2% | +2.0% |
| 3M | +26.4% | +3.9% | +22.5% | +21.6% |
| 6M | +9.8% | +14.5% | -4.8% | -2.9% |
| YTD | +5.1% | +13.0% | -7.9% | -6.0% |
| 1Y | +15.4% | +19.4% | -4.0% | -1.6% |
| 3Y | +7.1% | +78.9% | -71.7% | -36.7% |
| 5Y | +156.1% | +82.3% | +73.8% | +50.1% |
| 10Y | +33.5% | +314.2% | -280.7% | -64.3% |
| All | +145.1% | +812.0% | -666.9% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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