+12.0%
VT vs EOSE
-37.3%
+49.3%
-7.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.9% | -10.9% | -0.8% |
| 7D | +0.4% | +19.0% | -18.6% | -1.0% |
| 30D | +1.0% | +1.6% | -0.6% | +0.6% |
| 3M | +2.4% | -52.0% | +54.4% | +7.0% |
| 6M | +12.0% | -42.5% | +54.5% | +18.5% |
| All | +12.0% | -37.3% | +49.3% | +18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling