+12.9%
VUG vs EOSE
-42.0%
+54.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -0.5% | +1.8% | -2.3% | -0.7% |
| 30D | -1.0% | -6.8% | +5.9% | -0.8% |
| 3M | +3.5% | -36.3% | +39.8% | +5.6% |
| 6M | +14.2% | -38.8% | +53.0% | +15.7% |
| YTD | +8.5% | -65.5% | +74.0% | +11.8% |
| 1Y | +12.9% | -45.3% | +58.2% | +10.7% |
| All | +12.9% | -42.0% | +54.9% | +10.7% |
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 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