+26.1%
EOS price history and return analytics
+59.8%
-33.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.2% |
| 30D | -4.9% | -1.7% | -3.2% | -3.1% |
| 3M | -5.7% | -2.3% | -3.4% | -3.4% |
| 6M | -6.4% | +1.5% | -7.9% | -7.9% |
| YTD | -6.8% | +12.0% | -18.8% | -17.5% |
| 1Y | -5.5% | +12.9% | -18.4% | -17.0% |
| 3Y | +47.3% | +74.9% | -27.6% | -18.6% |
| 5Y | +26.1% | +59.9% | -33.8% | -25.3% |
| All | +26.1% | +59.8% | -33.6% | -25.3% |
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