+2,926.4%
V vs EOG
+245.4%
+2,681.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.8% |
| 7D | -1.7% | +1.3% | -3.0% | -2.1% |
| 30D | +2.0% | +8.2% | -6.2% | -0.3% |
| 3M | +17.4% | +3.8% | +13.5% | +15.6% |
| 6M | +17.5% | +15.3% | +2.2% | +12.0% |
| YTD | +7.6% | +41.7% | -34.1% | -3.5% |
| 1Y | +7.7% | +23.6% | -15.8% | +0.1% |
| 3Y | +54.7% | +23.3% | +31.4% | +41.1% |
| 5Y | +73.0% | +170.4% | -97.4% | +20.3% |
| 10Y | +390.9% | +125.5% | +265.3% | +213.0% |
| All | +2,926.4% | +245.4% | +2,681.0% | +1,213.2% |
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