+25.3%
EDU price history and return analytics
+226.9%
-201.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.8% |
| 7D | -6.3% | -2.0% | -4.3% | -4.3% |
| 30D | -1.7% | -1.4% | -0.3% | -0.4% |
| 3M | +18.4% | +4.7% | +13.6% | +12.0% |
| 6M | +4.0% | +11.4% | -7.4% | -8.0% |
| YTD | +0.3% | +13.1% | -12.7% | -12.7% |
| 1Y | -0.1% | +19.0% | -19.2% | -17.7% |
| 3Y | +2.3% | +73.9% | -71.6% | -44.4% |
| 5Y | +165.6% | +65.4% | +100.2% | +56.3% |
| All | +25.3% | +226.9% | -201.6% | -63.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling