+176.4%
EOG vs VSH
+67.3%
+109.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | -1.3% | +3.5% | -4.8% | -1.8% |
| 30D | +3.4% | -4.4% | +7.7% | +3.8% |
| 3M | +7.8% | -45.8% | +53.7% | +16.2% |
| 6M | +13.4% | +90.1% | -76.8% | -6.1% |
| YTD | +43.5% | +120.3% | -76.8% | +14.0% |
| 1Y | +29.7% | +112.2% | -82.6% | +3.1% |
| 3Y | +23.2% | +36.6% | -13.4% | +4.8% |
| 5Y | +176.4% | +67.0% | +109.4% | +121.4% |
| All | +176.4% | +67.3% | +109.1% | +121.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling