+1,662.0%
EAT vs VT
+374.2%
+1,287.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | 0.0% | +0.4% | -0.4% | -0.6% |
| 30D | +1.9% | +1.0% | +0.9% | +0.7% |
| 3M | +68.7% | +2.4% | +66.3% | +63.1% |
| 6M | +66.9% | +12.0% | +54.9% | +45.4% |
| YTD | +60.4% | +15.3% | +45.1% | +35.1% |
| 1Y | +44.0% | +22.6% | +21.4% | +12.6% |
| 3Y | +604.7% | +74.7% | +530.0% | +269.0% |
| 5Y | +347.0% | +66.1% | +280.9% | +155.6% |
| 10Y | +390.8% | +225.0% | +165.8% | +57.1% |
| All | +1,662.0% | +374.2% | +1,287.8% | +331.2% |
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