+166.2%
EOG vs VNQ
+7.0%
+159.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +1.5% | -1.3% | +2.8% | +2.0% |
| 30D | +2.9% | -2.6% | +5.5% | +4.0% |
| 3M | +8.7% | -2.0% | +10.8% | +9.5% |
| 6M | +12.9% | +4.3% | +8.6% | +9.9% |
| YTD | +43.8% | +9.2% | +34.6% | +36.7% |
| 1Y | +27.1% | +5.6% | +21.5% | +22.8% |
| 3Y | +25.9% | +30.8% | -5.0% | +8.1% |
| All | +166.2% | +7.0% | +159.2% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling