+227.1%
EOI price history and return analytics
+226.9%
+0.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.1% |
| 7D | -2.0% | -2.0% | 0.0% | -0.1% |
| 30D | -2.3% | -1.4% | -0.8% | -0.9% |
| 3M | +4.3% | +4.7% | -0.5% | -0.4% |
| 6M | +3.0% | +11.4% | -8.4% | -7.3% |
| YTD | +0.9% | +13.1% | -12.2% | -10.6% |
| 1Y | -0.8% | +19.0% | -19.8% | -16.4% |
| 3Y | +53.0% | +73.9% | -20.9% | -10.9% |
| 5Y | +52.5% | +65.4% | -12.9% | -7.1% |
| All | +227.1% | +226.9% | +0.2% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling