+52.6%
VXUS vs EOSE
-70.2%
+122.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -1.1% |
| 7D | -1.9% | +14.0% | -15.9% | -2.5% |
| 30D | -0.7% | -5.9% | +5.2% | -0.7% |
| 3M | +4.9% | -34.3% | +39.2% | +6.3% |
| 6M | +9.7% | -37.8% | +47.4% | +10.6% |
| YTD | +15.0% | -65.2% | +80.2% | +17.8% |
| 1Y | +22.4% | -41.9% | +64.4% | +21.8% |
| 3Y | +72.2% | +44.6% | +27.7% | +57.6% |
| 5Y | +52.6% | -69.2% | +121.8% | +46.7% |
| All | +52.6% | -70.2% | +122.8% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling