-47.1%
EOSE vs VEU
+28.8%
-76.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.5% | +10.3% | +9.4% |
| 7D | +19.0% | +1.1% | +17.9% | +15.8% |
| 30D | +1.6% | +2.2% | -0.6% | -3.1% |
| 3M | -52.0% | +3.0% | -55.0% | -54.1% |
| 6M | -42.5% | +10.9% | -53.4% | -51.9% |
| YTD | -66.1% | +18.2% | -84.3% | -77.1% |
| 1Y | -47.1% | +28.3% | -75.4% | -66.0% |
| All | -47.1% | +28.8% | -76.0% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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