+322.7%
EAT vs VOO
+82.3%
+240.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.7% |
| 7D | -4.9% | +0.5% | -5.5% | -5.6% |
| 30D | -1.2% | -0.9% | -0.3% | -0.1% |
| 3M | +52.2% | +3.9% | +48.4% | +44.2% |
| 6M | +65.0% | +14.5% | +50.5% | +37.5% |
| YTD | +55.0% | +13.0% | +42.1% | +31.5% |
| 1Y | +42.1% | +19.4% | +22.6% | +11.5% |
| 3Y | +614.7% | +78.9% | +535.8% | +224.1% |
| 5Y | +322.7% | +82.3% | +240.5% | +86.3% |
| All | +322.7% | +82.3% | +240.4% | +86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling