+4,511.1%
EOG vs VTR
+1,484.0%
+3,027.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.3% |
| 7D | -1.3% | -2.9% | +1.6% | -0.6% |
| 30D | +3.4% | -2.8% | +6.2% | +4.0% |
| 3M | +7.8% | +9.0% | -1.2% | +5.2% |
| 6M | +13.4% | +5.0% | +8.4% | +11.3% |
| YTD | +43.5% | +16.9% | +26.6% | +36.8% |
| 1Y | +29.7% | +34.3% | -4.6% | +18.9% |
| 3Y | +23.2% | +131.6% | -108.4% | -3.5% |
| 5Y | +176.4% | +88.0% | +88.4% | +126.0% |
| 10Y | +119.1% | +97.8% | +21.4% | +66.0% |
| All | +4,511.1% | +1,484.0% | +3,027.1% | +2,297.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling