+124.1%
VT vs EOSE
-58.6%
+182.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | -0.5% |
| 7D | -0.1% | +15.0% | -15.1% | -0.8% |
| 30D | -0.7% | +2.5% | -3.1% | -1.0% |
| 3M | +4.0% | -33.7% | +37.7% | +5.3% |
| 6M | +12.3% | -32.7% | +45.0% | +12.9% |
| YTD | +14.0% | -63.8% | +77.8% | +16.7% |
| 1Y | +20.3% | -40.5% | +60.8% | +19.5% |
| 3Y | +75.4% | +50.4% | +25.1% | +59.4% |
| 5Y | +66.0% | -68.6% | +134.5% | +47.2% |
| All | +124.1% | -58.6% | +182.8% | +110.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling