+14.9%
VTI vs EOG
+45.9%
-31.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.8% | +0.8% |
| 7D | -0.6% | -8.6% | +8.0% | -1.8% |
| 30D | -1.0% | +2.8% | -3.7% | -0.5% |
| 3M | -0.8% | +3.2% | -3.9% | -0.1% |
| 6M | +7.1% | +5.3% | +1.7% | +8.5% |
| YTD | +13.4% | +44.5% | -31.1% | +14.7% |
| 1Y | +14.9% | +44.2% | -29.2% | +16.6% |
| All | +14.9% | +45.9% | -31.0% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling