+43.2%
EOG vs VSH
+31.2%
+11.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +2.0% |
| 7D | +7.6% | +14.3% | -6.7% | +6.4% |
| 30D | +3.4% | -7.9% | +11.2% | +3.6% |
| 3M | +12.7% | -19.9% | +32.6% | +13.8% |
| 6M | +19.0% | -30.5% | +49.5% | +18.5% |
| YTD | +55.6% | +85.7% | -30.1% | +29.9% |
| 1Y | +49.5% | +98.9% | -49.4% | +23.0% |
| 3Y | +43.2% | +32.1% | +11.1% | +17.9% |
| All | +43.2% | +31.2% | +11.9% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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