+14.4%
EOT price history and return analytics
+229.8%
-215.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | -3.6% | -1.1% | -2.5% | -3.4% |
| 30D | -7.1% | -1.0% | -6.1% | -6.9% |
| 3M | -4.8% | +3.2% | -8.0% | -5.5% |
| 6M | -6.2% | +12.5% | -18.7% | -8.8% |
| YTD | -1.0% | +14.1% | -15.0% | -4.1% |
| 1Y | +1.7% | +18.9% | -17.2% | -2.6% |
| 3Y | +14.0% | +74.1% | -60.0% | -0.6% |
| 5Y | -8.8% | +66.9% | -75.7% | -20.1% |
| All | +14.4% | +229.8% | -215.4% | -18.9% |
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 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