+69.3%
EAT vs VIG
+16.5%
+52.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.0% | +3.5% | -7.5% | -8.6% |
| 30D | -2.9% | +4.9% | -7.8% | -9.2% |
| 3M | -16.9% | +2.5% | -19.4% | -19.5% |
| 6M | +57.0% | +11.0% | +45.9% | +32.5% |
| YTD | +38.2% | +16.0% | +22.2% | +9.9% |
| 1Y | +69.3% | +17.5% | +51.7% | +32.9% |
| All | +69.3% | +16.5% | +52.8% | +32.9% |
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