+67.1%
V vs EOG
+169.6%
-102.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -1.1% | -2.0% | +0.9% | -0.8% |
| 30D | +1.9% | +7.9% | -6.0% | +0.7% |
| 3M | +15.5% | +4.5% | +11.0% | +14.5% |
| 6M | +16.6% | +12.3% | +4.3% | +14.1% |
| YTD | +5.7% | +41.9% | -36.1% | -0.6% |
| 1Y | +8.6% | +27.8% | -19.3% | +3.7% |
| 3Y | +52.5% | +21.8% | +30.7% | +45.2% |
| 5Y | +67.1% | +174.0% | -106.9% | +32.3% |
| All | +67.1% | +169.6% | -102.5% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling