+375.4%
EOG vs VCIT
+98.3%
+277.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.3% | -0.3% | +1.6% | +1.2% |
| 30D | +8.2% | -0.8% | +8.9% | +8.1% |
| 3M | +3.8% | -1.0% | +4.8% | +3.8% |
| 6M | +15.3% | -1.8% | +17.2% | +15.2% |
| YTD | +41.7% | -0.7% | +42.4% | +41.7% |
| 1Y | +23.6% | +1.0% | +22.6% | +23.6% |
| 3Y | +23.3% | +18.8% | +4.4% | +24.1% |
| 5Y | +170.4% | +3.5% | +166.9% | +166.0% |
| 10Y | +125.5% | +29.2% | +96.3% | +149.9% |
| All | +375.4% | +98.3% | +277.2% | +719.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling