+23.6%
EOG vs VTR
+36.9%
-13.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.6% |
| 7D | +1.3% | -1.7% | +3.0% | +1.2% |
| 30D | +8.2% | -2.4% | +10.6% | +8.0% |
| 3M | +3.8% | +14.8% | -11.0% | +5.9% |
| 6M | +15.3% | +5.3% | +10.0% | +16.6% |
| YTD | +41.7% | +18.1% | +23.6% | +44.0% |
| 1Y | +23.6% | +36.7% | -13.2% | +28.1% |
| All | +23.6% | +36.9% | -13.3% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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