+1,243.3%
EOG vs VNQ
+382.8%
+860.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | +1.0% | -2.6% | +3.7% | +2.5% |
| 30D | +2.8% | -2.3% | +5.2% | +4.1% |
| 3M | +5.9% | -2.8% | +8.7% | +7.3% |
| 6M | +17.1% | +2.5% | +14.6% | +14.5% |
| YTD | +43.9% | +8.4% | +35.5% | +36.3% |
| 1Y | +26.9% | +6.8% | +20.1% | +21.1% |
| 3Y | +23.6% | +29.9% | -6.4% | +4.3% |
| 5Y | +178.1% | +7.2% | +170.9% | +158.6% |
| 10Y | +119.8% | +62.5% | +57.3% | +63.7% |
| All | +1,243.3% | +382.8% | +860.6% | +400.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling