-22.3%
EDUC vs VT
+346.0%
-368.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.2% | -9.4% | -9.3% |
| 7D | -14.4% | -2.3% | -12.1% | -13.8% |
| 30D | -31.5% | -5.0% | -26.6% | -30.5% |
| 3M | -35.5% | -4.9% | -30.6% | -34.5% |
| 6M | -39.0% | -1.5% | -37.5% | -38.8% |
| YTD | -32.6% | +8.5% | -41.1% | -34.2% |
| 1Y | -34.1% | +11.4% | -45.4% | -36.2% |
| 3Y | -5.3% | +70.1% | -75.4% | -19.6% |
| 5Y | -90.7% | +53.7% | -144.4% | -91.9% |
| 10Y | -78.0% | +220.0% | -298.0% | -83.9% |
| All | -22.3% | +346.0% | -368.3% | -57.1% |
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