+1,025.0%
EAT vs VIG
+655.7%
+369.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | -7.1% | +3.1% | -10.2% | -11.0% |
| 30D | -2.3% | +5.0% | -7.4% | -8.7% |
| 3M | -19.6% | +2.7% | -22.3% | -22.5% |
| 6M | +46.0% | +11.0% | +35.1% | +26.5% |
| YTD | +37.7% | +16.0% | +21.7% | +12.8% |
| 1Y | +73.8% | +16.3% | +57.5% | +41.7% |
| 3Y | +482.1% | +66.8% | +415.2% | +192.9% |
| 5Y | +362.5% | +64.8% | +297.7% | +142.6% |
| 10Y | +319.3% | +263.6% | +55.7% | -11.2% |
| All | +1,025.0% | +655.7% | +369.3% | -6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling