+1,238.2%
VST vs EOG
+108.3%
+1,129.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +9.9% | -2.0% | +11.9% | +10.6% |
| 30D | +7.9% | +7.9% | 0.0% | +5.2% |
| 3M | +3.4% | +4.5% | -1.1% | +1.3% |
| 6M | -4.1% | +12.3% | -16.4% | -8.9% |
| YTD | -5.7% | +41.9% | -47.6% | -17.5% |
| 1Y | -18.9% | +27.8% | -46.7% | -26.7% |
| 3Y | +359.1% | +21.8% | +337.3% | +320.0% |
| 5Y | +766.9% | +174.0% | +592.9% | +489.1% |
| All | +1,238.2% | +108.3% | +1,129.9% | +694.7% |
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