+108.8%
V vs EOG
+103.0%
+5.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.1% |
| 7D | +0.8% | -2.4% | +3.2% | +1.1% |
| 30D | +9.9% | +2.9% | +7.0% | +9.3% |
| 3M | +17.5% | +7.2% | +10.3% | +16.1% |
| 6M | +33.5% | +18.2% | +15.3% | +29.7% |
| YTD | +21.6% | +48.9% | -27.3% | +13.4% |
| 1Y | +27.6% | +46.7% | -19.1% | +19.2% |
| 3Y | +76.4% | +37.4% | +39.0% | +64.8% |
| All | +108.8% | +103.0% | +5.8% | +73.3% |
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