+614.7%
EAT vs VIG
+57.1%
+557.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -2.2% |
| 7D | -4.9% | -0.4% | -4.5% | -4.4% |
| 30D | -1.2% | -2.1% | +0.9% | +1.8% |
| 3M | +52.2% | +3.3% | +48.9% | +45.1% |
| 6M | +65.0% | +9.3% | +55.8% | +45.6% |
| YTD | +55.0% | +10.1% | +44.9% | +35.5% |
| 1Y | +42.1% | +14.7% | +27.3% | +17.2% |
| 3Y | +614.7% | +56.9% | +557.8% | +295.2% |
| All | +614.7% | +57.1% | +557.6% | +295.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling