+120.5%
EOG vs VCIT
+29.7%
+90.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -6.0% | +0.7% | -6.7% | -6.1% |
| 30D | +0.9% | +1.8% | -0.9% | +0.6% |
| 3M | +10.9% | -1.6% | +12.5% | +11.2% |
| 6M | +15.8% | -2.1% | +17.9% | +16.1% |
| YTD | +45.8% | -1.6% | +47.4% | +46.1% |
| 1Y | +45.3% | -0.8% | +46.1% | +45.2% |
| 3Y | +36.2% | +19.9% | +16.2% | +29.1% |
| 5Y | +94.0% | +3.3% | +90.7% | +92.6% |
| 10Y | +120.5% | +30.6% | +89.8% | +165.9% |
| All | +120.5% | +29.7% | +90.8% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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