+70.1%
VT vs EOSE
-16.7%
+86.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.4% | +7.7% | +0.6% |
| 7D | -2.3% | -7.9% | +5.6% | -2.0% |
| 30D | -5.0% | -43.9% | +38.9% | -2.8% |
| 3M | -4.9% | -55.8% | +51.0% | -2.0% |
| 6M | -1.5% | -73.4% | +71.9% | +3.0% |
| YTD | +8.5% | -84.8% | +93.3% | +14.6% |
| 1Y | +11.4% | -88.6% | +100.0% | +18.6% |
| 3Y | +70.1% | -2.8% | +72.9% | +61.8% |
| All | +70.1% | -16.7% | +86.8% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling