+110.8%
EAT vs VIG
+19.5%
+91.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.1% | +4.2% | +3.1% |
| 7D | -0.1% | +2.7% | -2.9% | -4.0% |
| 30D | +13.5% | +7.0% | +6.5% | +3.1% |
| 3M | +1.0% | +4.0% | -3.0% | -4.3% |
| 6M | +57.3% | +12.3% | +45.0% | +30.5% |
| YTD | +53.6% | +16.4% | +37.2% | +22.1% |
| 1Y | +110.8% | +19.2% | +91.6% | +62.4% |
| All | +110.8% | +19.5% | +91.3% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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