+44.2%
EOG vs VFC
+52.5%
-8.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.4% | -9.7% | -4.5% |
| 7D | -8.6% | +21.5% | -30.1% | -5.5% |
| 30D | +2.8% | +46.7% | -43.9% | +9.4% |
| 3M | +3.2% | +38.4% | -35.2% | +9.1% |
| 6M | +5.3% | +15.2% | -9.9% | +9.7% |
| YTD | +44.5% | +17.8% | +26.7% | +50.4% |
| 1Y | +44.2% | +55.6% | -11.4% | +47.4% |
| All | +44.2% | +52.5% | -8.3% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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