+220.0%
EOS price history and return analytics
+217.6%
+2.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.3% |
| 7D | -0.9% | -0.1% | -0.7% | -0.7% |
| 30D | -6.1% | -3.1% | -3.1% | -3.1% |
| 3M | -6.9% | -3.5% | -3.4% | -3.5% |
| 6M | -8.0% | +0.5% | -8.4% | -8.5% |
| YTD | -7.9% | +10.8% | -18.7% | -17.1% |
| 1Y | -6.1% | +11.9% | -18.0% | -16.3% |
| 3Y | +45.5% | +73.0% | -27.5% | -16.0% |
| 5Y | +23.8% | +58.6% | -34.8% | -22.1% |
| 10Y | +220.0% | +219.2% | +0.8% | +3.1% |
| All | +220.0% | +217.6% | +2.3% | +3.1% |
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