-94.5%
EONR vs VT
+75.7%
-170.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +6.3% | +0.4% | +5.9% | +6.5% |
| 30D | +19.4% | +1.0% | +18.4% | +19.8% |
| 3M | -15.1% | +2.4% | -17.5% | -13.9% |
| 6M | +8.4% | +12.0% | -3.6% | +14.5% |
| YTD | +44.5% | +15.3% | +29.2% | +52.2% |
| 1Y | +60.9% | +22.6% | +38.3% | +68.7% |
| 3Y | -94.8% | +74.7% | -169.5% | -94.6% |
| All | -94.5% | +75.7% | -170.2% | -94.2% |
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