+13.8%
VRT vs EOSE
-85.5%
+99.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +12.6% | -25.5% | -15.2% |
| 7D | -15.4% | +9.7% | -25.1% | -17.2% |
| 30D | -19.0% | -34.6% | +15.6% | -13.4% |
| 3M | -23.8% | -50.8% | +27.0% | -15.1% |
| 6M | -37.9% | -66.5% | +28.6% | -26.9% |
| YTD | +27.0% | -81.3% | +108.3% | +54.4% |
| 1Y | +13.8% | -84.8% | +98.6% | +42.5% |
| All | +13.8% | -85.5% | +99.3% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling