+409.6%
EOI price history and return analytics
+346.0%
+63.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.7% |
| 7D | -2.2% | -2.3% | +0.1% | -0.2% |
| 30D | -5.8% | -5.0% | -0.8% | -1.6% |
| 3M | -4.5% | -4.9% | +0.3% | -0.4% |
| 6M | -2.5% | -1.5% | -1.0% | -1.4% |
| YTD | -2.6% | +8.5% | -11.1% | -9.3% |
| 1Y | +0.4% | +11.4% | -11.0% | -8.6% |
| 3Y | +54.3% | +70.1% | -15.8% | -1.9% |
| 5Y | +41.3% | +53.7% | -12.4% | -2.4% |
| 10Y | +244.7% | +220.0% | +24.7% | +31.6% |
| All | +409.6% | +346.0% | +63.6% | +42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling