+25.9%
EOG vs VTRS
+84.5%
-58.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +1.5% | -2.2% | +3.7% | +1.7% |
| 30D | +2.9% | +3.3% | -0.4% | +2.6% |
| 3M | +8.7% | +2.0% | +6.7% | +8.3% |
| 6M | +12.9% | +19.9% | -7.0% | +9.4% |
| YTD | +43.8% | +35.7% | +8.1% | +36.1% |
| 1Y | +27.1% | +68.1% | -41.0% | +15.6% |
| 3Y | +25.9% | +87.1% | -61.2% | +4.9% |
| All | +25.9% | +84.5% | -58.6% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling