+17.4%
EIX vs VO
+14.5%
+3.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.7% |
| 7D | +0.9% | +0.6% | +0.3% | +0.6% |
| 30D | -13.5% | -1.1% | -12.5% | -13.1% |
| 3M | -15.3% | +4.5% | -19.8% | -16.9% |
| 6M | -15.3% | +11.1% | -26.4% | -19.7% |
| YTD | +2.7% | +13.5% | -10.8% | -3.9% |
| 1Y | +17.4% | +14.5% | +3.0% | +9.4% |
| All | +17.4% | +14.5% | +3.0% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling