+3.5%
VCIT vs EOSE
-84.9%
+88.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.3% | -0.1% |
| 7D | +0.1% | -7.9% | +8.0% | +0.2% |
| 30D | +1.9% | -43.9% | +45.8% | +2.4% |
| 3M | -1.4% | -55.8% | +54.4% | -0.8% |
| 6M | -2.1% | -73.4% | +71.3% | -1.2% |
| YTD | -1.6% | -84.8% | +83.2% | -0.5% |
| 1Y | -0.9% | -88.6% | +87.7% | +0.4% |
| 3Y | +20.0% | -2.8% | +22.8% | +17.7% |
| All | +3.5% | -84.9% | +88.3% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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