-2.4%
EUO price history and return analytics
+76.6%
-79.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.3% |
| 7D | -0.5% | +1.0% | -1.5% | -0.2% |
| 30D | -0.8% | -0.2% | -0.6% | -0.8% |
| 3M | -0.4% | +4.5% | -4.9% | +0.6% |
| 6M | +1.9% | +14.1% | -12.1% | +4.9% |
| YTD | +5.4% | +14.8% | -9.4% | +8.6% |
| 1Y | +7.3% | +21.2% | -13.9% | +11.6% |
| 3Y | -2.4% | +76.6% | -79.0% | +16.4% |
| All | -2.4% | +76.6% | -79.0% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling