+166.3%
VTR vs EOSE
-60.6%
+226.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.5% |
| 7D | -0.3% | +1.8% | -2.1% | -0.3% |
| 30D | +1.1% | -6.8% | +7.9% | +1.1% |
| 3M | +7.9% | -36.3% | +44.2% | +8.5% |
| 6M | +6.2% | -38.8% | +44.9% | +6.4% |
| YTD | +17.7% | -65.5% | +83.3% | +18.9% |
| 1Y | +32.9% | -45.3% | +78.2% | +31.9% |
| 3Y | +129.7% | +44.2% | +85.5% | +114.7% |
| 5Y | +89.3% | -69.5% | +158.8% | +67.5% |
| All | +166.3% | -60.6% | +226.9% | +169.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling