+1,338.4%
EAT vs VO
+827.2%
+511.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.8% |
| 7D | 0.0% | -0.3% | +0.3% | +0.3% |
| 30D | +1.9% | -0.3% | +2.2% | +2.2% |
| 3M | +68.7% | +2.9% | +65.7% | +62.4% |
| 6M | +66.9% | +9.3% | +57.6% | +49.9% |
| YTD | +60.4% | +14.2% | +46.2% | +36.8% |
| 1Y | +44.0% | +15.3% | +28.7% | +21.2% |
| 3Y | +604.7% | +56.2% | +548.4% | +317.1% |
| 5Y | +347.0% | +42.4% | +304.6% | +204.5% |
| 10Y | +390.8% | +194.7% | +196.0% | +70.1% |
| All | +1,338.4% | +827.2% | +511.1% | +57.8% |
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