-87.3%
EDUC vs VOO
+82.8%
-170.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -5.8% | -1.1% | -4.7% | -5.4% |
| 3M | -4.4% | +3.9% | -8.3% | -5.7% |
| 6M | -3.0% | +13.6% | -16.6% | -7.3% |
| YTD | -0.8% | +12.7% | -13.5% | -4.8% |
| 1Y | +20.2% | +17.6% | +2.6% | +14.0% |
| 3Y | -6.4% | +77.3% | -83.7% | -23.9% |
| All | -87.3% | +82.8% | -170.1% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling