+776.1%
IVV vs EOG
+2,746.2%
-1,970.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +0.1% | +1.3% | -1.2% | -0.2% |
| 30D | +0.1% | +8.2% | -8.1% | -2.0% |
| 3M | +2.0% | +3.8% | -1.8% | +0.5% |
| 6M | +13.0% | +15.3% | -2.3% | +8.0% |
| YTD | +13.6% | +41.7% | -28.1% | +2.8% |
| 1Y | +20.1% | +23.6% | -3.5% | +12.3% |
| 3Y | +77.6% | +23.3% | +54.3% | +63.8% |
| 5Y | +82.5% | +170.4% | -87.9% | +32.9% |
| 10Y | +316.5% | +125.5% | +191.0% | +184.0% |
| All | +776.1% | +2,746.2% | -1,970.0% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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