-3.1%
EOLS price history and return analytics
+65.7%
-68.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.9% |
| 7D | -15.7% | -1.1% | -14.6% | -14.5% |
| 30D | -3.4% | -1.0% | -2.5% | -2.3% |
| 3M | +20.4% | +3.2% | +17.3% | +15.8% |
| 6M | +45.5% | +12.5% | +33.0% | +25.9% |
| YTD | +17.9% | +14.1% | +3.8% | +0.4% |
| 1Y | +4.4% | +18.9% | -14.5% | -15.4% |
| 3Y | -17.9% | +74.1% | -92.0% | -56.6% |
| All | -3.1% | +65.7% | -68.8% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling