+1,216.9%
VST vs EOG
+108.1%
+1,108.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +8.9% | +1.3% | +7.6% | +8.4% |
| 30D | +6.2% | +8.2% | -2.0% | +3.4% |
| 3M | -2.7% | +3.8% | -6.6% | -4.5% |
| 6M | -8.4% | +15.3% | -23.7% | -13.7% |
| YTD | -7.2% | +41.7% | -48.9% | -18.8% |
| 1Y | -20.9% | +23.6% | -44.4% | -27.7% |
| 3Y | +384.0% | +23.3% | +360.7% | +341.1% |
| 5Y | +757.1% | +170.4% | +586.6% | +484.9% |
| All | +1,216.9% | +108.1% | +1,108.8% | +682.3% |
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