+500.3%
EOS price history and return analytics
+374.2%
+126.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | -0.9% | +1.0% | -1.8% | -1.7% |
| 3M | -2.9% | +2.4% | -5.3% | -4.9% |
| 6M | +2.0% | +12.0% | -10.0% | -7.6% |
| YTD | -2.4% | +15.3% | -17.8% | -13.9% |
| 1Y | -2.6% | +22.6% | -25.2% | -18.5% |
| 3Y | +52.0% | +74.7% | -22.7% | -5.8% |
| 5Y | +31.0% | +66.1% | -35.1% | -15.0% |
| 10Y | +235.4% | +225.0% | +10.4% | +25.8% |
| All | +500.3% | +374.2% | +126.1% | +53.1% |
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 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