+68.8%
EONR vs VT
+20.4%
+48.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +0.6% |
| 7D | +5.7% | -0.1% | +5.9% | +5.4% |
| 30D | +18.8% | -0.7% | +19.4% | +16.9% |
| 3M | +3.5% | +4.0% | -0.5% | +17.4% |
| 6M | -26.4% | +12.3% | -38.7% | +16.3% |
| YTD | +53.4% | +14.0% | +39.4% | +135.8% |
| 1Y | +68.8% | +20.3% | +48.5% | +124.6% |
| All | +68.8% | +20.4% | +48.3% | +124.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling