+73.8%
EAT vs VOO
+11.8%
+62.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.3% |
| 7D | -7.1% | +3.3% | -10.3% | -9.3% |
| 30D | -2.3% | -2.7% | +0.3% | -0.3% |
| 3M | -19.6% | -1.7% | -17.9% | -18.5% |
| 6M | +46.0% | +3.1% | +42.9% | +40.6% |
| YTD | +37.7% | +11.9% | +25.7% | +20.2% |
| 1Y | +73.8% | +12.1% | +61.7% | +51.5% |
| All | +73.8% | +11.8% | +62.0% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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