-21.4%
EDUC vs VT
+357.6%
-379.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.3% |
| 7D | -13.5% | +0.4% | -13.8% | -13.5% |
| 30D | -30.8% | -2.6% | -28.2% | -30.2% |
| 3M | -35.3% | -3.2% | -32.0% | -34.6% |
| 6M | -38.4% | +0.9% | -39.3% | -38.6% |
| YTD | -31.8% | +11.3% | -43.1% | -34.0% |
| 1Y | -33.3% | +14.0% | -47.3% | -35.9% |
| 3Y | -4.3% | +75.8% | -80.1% | -19.5% |
| 5Y | -90.7% | +57.8% | -148.5% | -91.9% |
| 10Y | -78.8% | +219.8% | -298.6% | -84.5% |
| All | -21.4% | +357.6% | -379.0% | -57.0% |
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