-94.3%
EONR vs VT
+74.8%
-169.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +3.6% |
| 7D | +2.7% | +1.0% | +1.7% | +3.1% |
| 30D | +19.0% | -0.2% | +19.2% | +19.0% |
| 3M | +0.9% | +4.5% | -3.7% | +3.0% |
| 6M | -14.0% | +14.1% | -28.1% | -9.4% |
| YTD | +50.0% | +14.8% | +35.2% | +57.7% |
| 1Y | +67.9% | +21.2% | +46.7% | +75.9% |
| 3Y | -94.7% | +76.6% | -171.2% | -94.4% |
| All | -94.3% | +74.8% | -169.1% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling