+39.0%
EOG vs VCIT
+20.1%
+19.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +4.6% | -0.5% | +5.1% | +4.4% |
| 30D | +2.9% | +1.5% | +1.4% | +3.4% |
| 3M | +8.0% | -1.0% | +8.9% | +7.6% |
| 6M | +17.0% | -1.7% | +18.6% | +16.6% |
| YTD | +51.1% | -1.4% | +52.4% | +50.4% |
| 1Y | +45.1% | -0.9% | +46.0% | +44.3% |
| All | +39.0% | +20.1% | +19.0% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling