+455.4%
V vs EOG
+128.4%
+327.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | 0.0% |
| 7D | +0.8% | -2.4% | +3.2% | +1.2% |
| 30D | +9.9% | +2.9% | +7.0% | +9.1% |
| 3M | +17.5% | +7.2% | +10.3% | +15.4% |
| 6M | +33.5% | +18.2% | +15.3% | +27.9% |
| YTD | +21.6% | +48.9% | -27.3% | +10.2% |
| 1Y | +27.6% | +46.7% | -19.1% | +15.9% |
| 3Y | +76.4% | +37.4% | +39.0% | +60.5% |
| 5Y | +103.8% | +103.9% | -0.1% | +63.6% |
| All | +455.4% | +128.4% | +327.0% | +289.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling