+38.9%
EAT vs VEU
+22.8%
+16.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.4% |
| 7D | -6.2% | -1.9% | -4.3% | -5.1% |
| 30D | -3.0% | -0.7% | -2.3% | -2.5% |
| 3M | +45.6% | +4.9% | +40.8% | +40.8% |
| 6M | +53.5% | +9.8% | +43.7% | +42.0% |
| YTD | +49.6% | +15.3% | +34.3% | +35.1% |
| 1Y | +38.9% | +23.0% | +15.9% | +16.5% |
| All | +38.9% | +22.8% | +16.1% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling