+69.3%
EAT vs VLTO
+21.9%
+47.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.1% |
| 7D | -4.0% | +1.0% | -5.0% | -4.4% |
| 30D | -2.9% | +17.5% | -20.4% | -10.2% |
| 3M | -16.9% | +21.4% | -38.3% | -24.6% |
| 6M | +57.0% | +38.1% | +18.8% | +29.5% |
| YTD | +38.2% | +19.0% | +19.2% | +22.5% |
| 1Y | +69.3% | +20.7% | +48.6% | +48.5% |
| All | +69.3% | +21.9% | +47.4% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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