+1,830.9%
EOG vs VTV
+706.8%
+1,124.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +1.2% |
| 7D | +1.0% | -2.1% | +3.1% | +3.6% |
| 30D | +2.8% | -1.3% | +4.2% | +4.4% |
| 3M | +5.9% | +5.6% | +0.3% | -1.7% |
| 6M | +17.1% | +12.4% | +4.7% | -0.2% |
| YTD | +43.9% | +17.6% | +26.3% | +15.6% |
| 1Y | +26.9% | +23.5% | +3.4% | -4.3% |
| 3Y | +23.6% | +67.0% | -43.5% | -36.7% |
| 5Y | +178.1% | +80.5% | +97.6% | +30.0% |
| 10Y | +119.8% | +230.6% | -110.8% | -47.9% |
| All | +1,830.9% | +706.8% | +1,124.2% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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