-84.8%
EOSE vs VYM
+21.8%
-106.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.2% | +11.4% | +8.5% |
| 7D | +9.7% | +1.2% | +8.6% | +5.9% |
| 30D | -34.6% | +5.2% | -39.8% | -45.2% |
| 3M | -50.8% | +0.5% | -51.3% | -51.3% |
| 6M | -66.5% | +7.7% | -74.2% | -73.6% |
| YTD | -81.3% | +17.2% | -98.5% | -89.6% |
| 1Y | -84.8% | +21.7% | -106.5% | -92.9% |
| All | -84.8% | +21.8% | -106.6% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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