+141.7%
VTI vs EOSE
-60.6%
+202.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | -0.9% | +1.8% | -2.7% | -1.0% |
| 30D | -1.4% | -6.8% | +5.4% | -1.3% |
| 3M | +3.6% | -36.3% | +39.9% | +5.2% |
| 6M | +13.6% | -38.8% | +52.4% | +14.7% |
| YTD | +12.9% | -65.5% | +78.4% | +16.0% |
| 1Y | +17.2% | -45.3% | +62.5% | +16.8% |
| 3Y | +75.7% | +44.2% | +31.5% | +58.7% |
| 5Y | +75.4% | -69.5% | +144.9% | +53.1% |
| All | +141.7% | -60.6% | +202.4% | +124.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling