+47.7%
EOG vs VT
+11.9%
+35.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +0.8% |
| 7D | +7.4% | +2.9% | +4.5% | +9.3% |
| 30D | +2.3% | -2.5% | +4.8% | +0.6% |
| 3M | +9.5% | -3.3% | +12.8% | +7.2% |
| 6M | +17.7% | +1.5% | +16.1% | +19.6% |
| YTD | +52.9% | +11.4% | +41.6% | +62.2% |
| 1Y | +47.7% | +11.9% | +35.8% | +57.0% |
| All | +47.7% | +11.9% | +35.8% | +57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling