+405.0%
EOI vs VT
+345.0%
+60.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -1.1% |
| 7D | -5.0% | -4.2% | -0.8% | -1.5% |
| 30D | -6.4% | -5.8% | -0.6% | -1.5% |
| 3M | -5.4% | -5.2% | -0.2% | -1.0% |
| 6M | -2.9% | +0.1% | -3.0% | -3.1% |
| YTD | -3.5% | +8.2% | -11.7% | -10.0% |
| 1Y | -1.9% | +10.1% | -12.0% | -9.8% |
| 3Y | +52.1% | +69.7% | -17.6% | -3.1% |
| 5Y | +40.1% | +53.4% | -13.3% | -3.1% |
| 10Y | +241.6% | +219.2% | +22.3% | +30.6% |
| All | +405.0% | +345.0% | +60.0% | +41.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling