-82.6%
EOSE vs VT
+57.0%
-139.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +6.3% |
| 7D | +9.8% | +2.4% | +7.4% | +4.0% |
| 30D | -2.1% | -1.5% | -0.5% | +4.0% |
| 3M | -54.1% | -4.1% | -50.0% | -46.9% |
| 6M | -76.9% | +0.6% | -77.5% | -75.6% |
| YTD | -83.3% | +11.0% | -94.4% | -85.7% |
| 1Y | -87.4% | +13.3% | -100.8% | -89.7% |
| 3Y | +61.9% | +73.4% | -11.5% | -49.8% |
| All | -82.6% | +57.0% | -139.7% | -93.2% |
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 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