+451.8%
EOS price history and return analytics
+345.0%
+106.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -1.2% |
| 7D | -5.6% | -4.2% | -1.5% | -2.0% |
| 30D | -8.5% | -5.8% | -2.7% | -3.5% |
| 3M | -8.9% | -5.2% | -3.6% | -4.4% |
| 6M | -9.2% | +0.1% | -9.3% | -9.3% |
| YTD | -10.3% | +8.2% | -18.5% | -16.3% |
| 1Y | -8.9% | +10.1% | -19.1% | -16.3% |
| 3Y | +41.1% | +69.7% | -28.5% | -10.3% |
| 5Y | +19.8% | +53.4% | -33.5% | -16.6% |
| 10Y | +222.4% | +219.2% | +3.2% | +23.4% |
| All | +451.8% | +345.0% | +106.8% | +48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling