+124.8%
VGT vs EOSE
+42.6%
+82.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.3% |
| 7D | -0.2% | +1.8% | -2.0% | -0.3% |
| 30D | -0.4% | -6.8% | +6.4% | -0.2% |
| 3M | +4.4% | -36.3% | +40.7% | +6.9% |
| 6M | +32.1% | -38.8% | +70.8% | +34.4% |
| YTD | +28.8% | -65.5% | +94.3% | +34.2% |
| 1Y | +35.3% | -45.3% | +80.6% | +36.1% |
| 3Y | +124.8% | +44.2% | +80.6% | +106.1% |
| All | +124.8% | +42.6% | +82.2% | +106.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling