+310.8%
EAT vs VEU
+149.9%
+161.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -4.0% | +2.1% | -6.1% | -6.8% |
| 30D | -2.9% | -0.9% | -2.0% | -1.6% |
| 3M | -16.9% | -5.4% | -11.5% | -10.5% |
| 6M | +57.0% | -1.8% | +58.7% | +58.3% |
| YTD | +38.2% | +10.9% | +27.3% | +15.8% |
| 1Y | +69.3% | +13.6% | +55.7% | +36.8% |
| 3Y | +483.0% | +69.3% | +413.7% | +151.4% |
| 5Y | +364.1% | +48.1% | +316.0% | +152.1% |
| All | +310.8% | +149.9% | +161.0% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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