-17.3%
EDUC vs VOO
+810.0%
-827.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | -3.0% | -0.8% | -2.2% | -2.6% |
| 30D | -5.8% | -1.1% | -4.7% | -5.3% |
| 3M | -4.4% | +3.9% | -8.3% | -6.0% |
| 6M | -3.0% | +13.6% | -16.6% | -8.5% |
| YTD | -0.8% | +12.7% | -13.5% | -6.0% |
| 1Y | +20.2% | +17.6% | +2.6% | +12.0% |
| 3Y | -6.4% | +77.3% | -83.7% | -28.5% |
| 5Y | -87.3% | +84.1% | -171.4% | -90.5% |
| 10Y | -76.1% | +323.5% | -399.7% | -87.1% |
| All | -17.3% | +810.0% | -827.4% | -63.0% |
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