+937.0%
EAT vs VEU
+192.1%
+744.8%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.1% |
| 7D | 0.0% | +1.1% | -1.1% | -1.1% |
| 30D | +1.9% | +2.2% | -0.3% | -0.2% |
| 3M | +68.7% | +3.0% | +65.7% | +63.0% |
| 6M | +66.9% | +10.9% | +56.0% | +49.9% |
| YTD | +60.4% | +18.2% | +42.2% | +35.4% |
| 1Y | +44.0% | +28.3% | +15.7% | +12.0% |
| 3Y | +604.7% | +74.6% | +530.1% | +307.0% |
| 5Y | +347.0% | +56.4% | +290.7% | +192.8% |
| 10Y | +390.8% | +153.0% | +237.7% | +131.9% |
| All | +937.0% | +192.1% | +744.8% | +272.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling