+15.4%
EDU price history and return analytics
+221.8%
-206.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | -3.1% | +2.4% | -5.5% | -5.4% |
| 30D | -7.5% | -1.5% | -6.0% | -6.6% |
| 3M | +1.8% | -4.1% | +5.9% | +5.5% |
| 6M | +2.8% | +0.6% | +2.3% | +0.5% |
| YTD | -2.0% | +11.0% | -13.1% | -13.8% |
| 1Y | -0.4% | +13.3% | -13.8% | -14.3% |
| 3Y | -21.7% | +73.4% | -95.1% | -57.6% |
| 5Y | +147.5% | +57.4% | +90.0% | +51.5% |
| All | +15.4% | +221.8% | -206.3% | -66.6% |
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