+144.1%
VTV vs EOSE
-60.2%
+204.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.6% |
| 7D | -2.1% | +14.0% | -16.1% | -2.5% |
| 30D | -1.3% | -5.9% | +4.6% | -1.3% |
| 3M | +5.6% | -34.3% | +39.9% | +6.5% |
| 6M | +12.4% | -37.8% | +50.1% | +12.9% |
| YTD | +17.6% | -65.2% | +82.8% | +19.5% |
| 1Y | +23.5% | -41.9% | +65.4% | +22.8% |
| 3Y | +67.0% | +44.6% | +22.5% | +56.0% |
| 5Y | +80.5% | -69.2% | +149.7% | +62.9% |
| All | +144.1% | -60.2% | +204.3% | +134.3% |
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 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