+312.6%
EAT vs VEU
+56.2%
+256.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.4% |
| 7D | -6.8% | +0.3% | -7.1% | -7.1% |
| 30D | -5.4% | +0.7% | -6.0% | -6.0% |
| 3M | +42.8% | +4.7% | +38.1% | +34.9% |
| 6M | +56.5% | +11.6% | +44.9% | +36.2% |
| YTD | +50.0% | +16.8% | +33.2% | +23.3% |
| 1Y | +38.3% | +24.9% | +13.4% | +4.3% |
| 3Y | +591.6% | +75.7% | +515.9% | +228.9% |
| 5Y | +312.6% | +56.1% | +256.5% | +126.9% |
| All | +312.6% | +56.2% | +256.5% | +126.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling