+115.6%
EOG vs VSH
+38.9%
+76.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +2.2% |
| 7D | +7.6% | +14.3% | -6.7% | +5.8% |
| 30D | +3.4% | -7.9% | +11.2% | +3.7% |
| 3M | +12.7% | -19.9% | +32.6% | +14.4% |
| 6M | +19.0% | -30.5% | +49.5% | +19.2% |
| YTD | +55.6% | +85.7% | -30.1% | +25.5% |
| 1Y | +49.5% | +98.9% | -49.4% | +18.5% |
| 3Y | +43.2% | +32.1% | +11.1% | +18.5% |
| All | +115.6% | +38.9% | +76.6% | +66.3% |
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