+297.8%
VTI vs EOG
+121.1%
+176.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | +1.5% | -2.4% | -1.2% |
| 30D | -1.4% | +2.9% | -4.4% | -2.1% |
| 3M | +3.6% | +8.7% | -5.1% | +1.4% |
| 6M | +13.6% | +12.9% | +0.7% | +9.8% |
| YTD | +12.9% | +43.8% | -30.9% | +3.1% |
| 1Y | +17.2% | +27.1% | -9.8% | +9.9% |
| 3Y | +75.7% | +25.9% | +49.8% | +63.1% |
| 5Y | +75.4% | +177.9% | -102.5% | +32.2% |
| All | +297.8% | +121.1% | +176.7% | +184.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling