+8,362.0%
EOG vs VSH
+1,390.4%
+6,971.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +2.6% |
| 7D | +7.6% | +14.3% | -6.7% | +4.3% |
| 30D | +3.4% | -7.9% | +11.2% | +3.9% |
| 3M | +12.7% | -19.9% | +32.6% | +15.6% |
| 6M | +19.0% | -30.5% | +49.5% | +21.4% |
| YTD | +55.6% | +85.7% | -30.1% | +25.0% |
| 1Y | +49.5% | +98.9% | -49.4% | +18.1% |
| 3Y | +43.2% | +32.1% | +11.1% | +19.0% |
| 5Y | +111.8% | +39.7% | +72.2% | +71.1% |
| 10Y | +140.4% | +117.6% | +22.8% | +76.8% |
| All | +8,362.0% | +1,390.4% | +6,971.6% | +4,088.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling