+81.7%
VRT vs EOG
+29.6%
+52.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.5% |
| 7D | -7.7% | +1.0% | -8.7% | -7.4% |
| 30D | -12.0% | +2.8% | -14.8% | -11.3% |
| 3M | -11.7% | +5.9% | -17.6% | -9.7% |
| 6M | -8.1% | +17.1% | -25.1% | -10.0% |
| YTD | +53.2% | +43.9% | +9.3% | +42.2% |
| 1Y | +81.7% | +26.9% | +54.8% | +55.0% |
| All | +81.7% | +29.6% | +52.1% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling