-97.5%
EONR vs VT
+74.1%
-171.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.6% | -7.8% | -3.5% |
| 7D | -14.9% | +0.4% | -15.2% | -14.6% |
| 30D | -45.9% | -2.6% | -43.3% | -46.9% |
| 3M | -46.7% | -3.2% | -43.5% | -47.8% |
| 6M | -62.8% | +0.9% | -63.7% | -62.1% |
| YTD | -32.8% | +11.3% | -44.1% | -27.8% |
| 1Y | -46.8% | +14.0% | -60.8% | -43.1% |
| 3Y | -97.5% | +75.8% | -173.4% | -95.7% |
| All | -97.5% | +74.1% | -171.7% | -95.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling