+1,934.0%
VRT vs EOG
+74.4%
+1,859.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.0% |
| 7D | +10.5% | +7.6% | +2.9% | +8.7% |
| 30D | -9.3% | +3.4% | -12.7% | -9.9% |
| 3M | -29.6% | +12.7% | -42.3% | -31.6% |
| 6M | -45.4% | +19.0% | -64.4% | -48.1% |
| YTD | +24.8% | +55.6% | -30.8% | +10.3% |
| 1Y | +23.6% | +49.5% | -25.9% | +10.2% |
| 3Y | +379.7% | +43.2% | +336.5% | +331.1% |
| 5Y | +660.3% | +111.8% | +548.5% | +515.3% |
| All | +1,934.0% | +74.4% | +1,859.6% | +1,106.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling