+282.0%
EDU price history and return analytics
+360.7%
-78.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.7% |
| 7D | +1.3% | -0.7% | +2.0% | +1.6% |
| 30D | -9.7% | -1.7% | -8.0% | -8.7% |
| 3M | -5.0% | -2.3% | -2.7% | -3.6% |
| 6M | +2.4% | +1.5% | +0.9% | -0.3% |
| YTD | -3.0% | +12.0% | -15.0% | -13.5% |
| 1Y | -3.9% | +12.9% | -16.7% | -14.9% |
| 3Y | -20.6% | +74.9% | -95.5% | -52.4% |
| 5Y | +148.4% | +59.9% | +88.5% | +64.5% |
| 10Y | +7.3% | +224.6% | -217.3% | -59.8% |
| All | +282.0% | +360.7% | -78.7% | +24.4% |
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