+1,527.6%
EAT vs VT
+345.0%
+1,182.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.5% | +1.2% |
| 7D | -3.3% | -4.2% | +0.9% | +1.7% |
| 30D | +11.7% | -5.8% | +17.5% | +19.7% |
| 3M | -5.9% | -5.2% | -0.6% | 0.0% |
| 6M | +46.7% | +0.1% | +46.6% | +45.3% |
| YTD | +48.2% | +8.2% | +39.9% | +34.3% |
| 1Y | +105.4% | +10.1% | +95.3% | +82.3% |
| 3Y | +502.8% | +69.7% | +433.1% | +226.2% |
| 5Y | +376.3% | +53.4% | +322.9% | +198.4% |
| 10Y | +400.0% | +219.2% | +180.8% | +65.2% |
| All | +1,527.6% | +345.0% | +1,182.6% | +328.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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