+916.4%
VRT vs EOSE
-70.2%
+986.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.9% | -1.8% | -5.1% |
| 7D | -7.7% | +14.0% | -21.7% | -9.3% |
| 30D | -12.0% | -5.9% | -6.1% | -11.6% |
| 3M | -11.7% | -34.3% | +22.6% | -7.6% |
| 6M | -8.1% | -37.8% | +29.7% | -4.8% |
| YTD | +53.2% | -65.2% | +118.4% | +67.1% |
| 1Y | +81.7% | -41.9% | +123.6% | +82.5% |
| 3Y | +535.3% | +44.6% | +490.7% | +409.0% |
| 5Y | +916.4% | -69.2% | +985.6% | +718.3% |
| All | +916.4% | -70.2% | +986.6% | +718.3% |
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