+1,002.6%
VST vs EOG
+112.3%
+890.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.5% | +9.0% | +10.1% |
| 7D | -9.8% | -11.1% | +1.3% | -6.2% |
| 30D | -25.1% | +2.7% | -27.9% | -25.8% |
| 3M | -11.6% | +8.8% | -20.3% | -14.1% |
| 6M | -20.9% | +10.8% | -31.7% | -24.3% |
| YTD | -22.3% | +44.6% | -66.9% | -32.5% |
| 1Y | -32.0% | +44.6% | -76.6% | -41.2% |
| 3Y | +262.4% | +29.5% | +232.9% | +225.7% |
| 5Y | +563.4% | +96.3% | +467.1% | +403.9% |
| 10Y | +1,120.7% | +122.4% | +998.3% | +625.9% |
| All | +1,002.6% | +112.3% | +890.3% | +550.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling