+26.2%
VTV vs EOSE
-49.1%
+75.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.9% | -11.1% | -0.5% |
| 7D | +0.5% | +19.0% | -18.5% | 0.0% |
| 30D | +1.1% | +1.6% | -0.5% | +0.9% |
| 3M | +5.9% | -52.0% | +57.9% | +7.5% |
| 6M | +11.6% | -42.5% | +54.2% | +12.2% |
| YTD | +19.8% | -66.1% | +86.0% | +21.2% |
| 1Y | +26.2% | -47.1% | +73.4% | +29.4% |
| All | +26.2% | -49.1% | +75.3% | +29.4% |
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