+104.2%
VXUS vs EOSE
-61.3%
+165.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.9% | -10.4% | 0.0% |
| 7D | +1.0% | +19.0% | -18.0% | +0.2% |
| 30D | +2.2% | +1.6% | +0.6% | +1.9% |
| 3M | +3.0% | -52.0% | +54.9% | +5.6% |
| 6M | +10.7% | -42.5% | +53.2% | +12.0% |
| YTD | +17.8% | -66.1% | +84.0% | +20.8% |
| 1Y | +27.6% | -47.1% | +74.7% | +27.4% |
| 3Y | +73.3% | +0.8% | +72.5% | +61.1% |
| 5Y | +54.3% | -71.7% | +126.0% | +41.2% |
| All | +104.2% | -61.3% | +165.5% | +97.5% |
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