+1,190.6%
EAT vs VO
+797.8%
+392.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.7% |
| 7D | -2.6% | -2.6% | -0.1% | +0.5% |
| 30D | +11.5% | -0.9% | +12.4% | +12.8% |
| 3M | -9.1% | -3.0% | -6.1% | -5.8% |
| 6M | +40.4% | +2.2% | +38.2% | +36.5% |
| YTD | +43.9% | +10.6% | +33.4% | +27.6% |
| 1Y | +101.9% | +12.5% | +89.4% | +74.9% |
| 3Y | +489.9% | +61.4% | +428.5% | +235.7% |
| 5Y | +362.6% | +33.4% | +329.2% | +240.7% |
| 10Y | +385.7% | +201.5% | +184.1% | +65.6% |
| All | +1,190.6% | +797.8% | +392.8% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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