-17.2%
EOLS price history and return analytics
+72.7%
-89.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.9% | -6.9% | -6.7% |
| 7D | -12.6% | -2.0% | -10.6% | -10.3% |
| 30D | -5.2% | -1.4% | -3.7% | -3.5% |
| 3M | +17.7% | +4.7% | +13.0% | +10.4% |
| 6M | +49.8% | +11.4% | +38.5% | +29.4% |
| YTD | +18.9% | +13.1% | +5.9% | +0.8% |
| 1Y | +7.6% | +19.0% | -11.4% | -14.8% |
| All | -17.2% | +72.7% | -89.9% | -56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling