+111.4%
EOG vs VT
+224.5%
-113.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.3% | +0.4% | +0.8% | +0.8% |
| 30D | +8.2% | +1.0% | +7.2% | +6.9% |
| 3M | +3.8% | +2.4% | +1.4% | +0.2% |
| 6M | +15.3% | +12.0% | +3.3% | -0.5% |
| YTD | +41.7% | +15.3% | +26.4% | +17.9% |
| 1Y | +23.6% | +22.6% | +1.0% | -4.5% |
| 3Y | +23.3% | +74.7% | -51.4% | -38.5% |
| 5Y | +170.4% | +66.1% | +104.3% | +42.2% |
| All | +111.4% | +224.5% | -113.0% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling