+77.9%
VUG vs EOG
+43.2%
+34.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.0% |
| 7D | +2.5% | +7.6% | -5.1% | +2.1% |
| 30D | -6.3% | +3.4% | -9.6% | -6.5% |
| 3M | -6.0% | +12.7% | -18.7% | -6.9% |
| 6M | -3.5% | +19.0% | -22.5% | -5.2% |
| YTD | +3.9% | +55.6% | -51.6% | -4.0% |
| 1Y | +5.1% | +49.5% | -44.4% | -2.0% |
| 3Y | +77.9% | +43.2% | +34.7% | +67.5% |
| All | +77.9% | +43.2% | +34.6% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 3y: compounded portfolio wealth divided by compounded EOG 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…
3y analysis · Full analysis span regression · 6 months rolling