+38.3%
EAT vs VOO
+18.9%
+19.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.9% |
| 7D | -6.8% | -0.4% | -6.4% | -6.5% |
| 30D | -5.4% | -1.4% | -4.0% | -4.4% |
| 3M | +42.8% | +3.7% | +39.0% | +37.8% |
| 6M | +56.5% | +13.0% | +43.5% | +36.9% |
| YTD | +50.0% | +12.4% | +37.6% | +31.7% |
| 1Y | +38.3% | +18.6% | +19.7% | +12.5% |
| All | +38.3% | +18.9% | +19.4% | +12.5% |
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