-84.8%
EOSE vs ITOT
+14.7%
-99.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.5% | +11.1% | +6.2% |
| 7D | +9.7% | -0.7% | +10.4% | +13.4% |
| 30D | -34.6% | -1.1% | -33.5% | -30.4% |
| 3M | -50.8% | -0.8% | -50.0% | -47.8% |
| 6M | -66.5% | +7.0% | -73.4% | -72.7% |
| YTD | -81.3% | +13.3% | -94.7% | -87.1% |
| 1Y | -84.8% | +14.8% | -99.6% | -89.8% |
| All | -84.8% | +14.7% | -99.5% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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