+230.7%
EOS price history and return analytics
+222.7%
+8.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +3.1% | +2.9% | +0.2% | +0.2% |
| 30D | -5.7% | -2.5% | -3.2% | -3.2% |
| 3M | -6.8% | -3.3% | -3.4% | -3.5% |
| 6M | -6.3% | +1.5% | -7.8% | -7.8% |
| YTD | -7.6% | +11.4% | -18.9% | -17.2% |
| 1Y | -6.2% | +11.9% | -18.1% | -16.3% |
| 3Y | +46.1% | +73.9% | -27.8% | -16.0% |
| 5Y | +23.9% | +57.9% | -34.0% | -21.7% |
| All | +230.7% | +222.7% | +8.0% | +6.5% |
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