+27.9%
VTV vs EOSE
-85.5%
+113.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +12.6% | -11.1% | +1.2% |
| 7D | +1.8% | +9.7% | -8.0% | +1.5% |
| 30D | +6.0% | -34.6% | +40.5% | +6.9% |
| 3M | +3.7% | -50.8% | +54.5% | +5.1% |
| 6M | +13.9% | -66.5% | +80.4% | +16.2% |
| YTD | +22.8% | -81.3% | +104.1% | +25.6% |
| 1Y | +27.9% | -84.8% | +112.7% | +31.3% |
| All | +27.9% | -85.5% | +113.4% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling