+455.5%
V vs EAT
+328.6%
+126.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +1.1% |
| 7D | +0.8% | -5.9% | +6.7% | +1.8% |
| 30D | +9.9% | +0.7% | +9.3% | +9.5% |
| 3M | +17.5% | -14.2% | +31.7% | +19.8% |
| 6M | +33.5% | +40.7% | -7.3% | +24.4% |
| YTD | +21.6% | +36.0% | -14.4% | +13.3% |
| 1Y | +27.6% | +83.1% | -55.5% | +12.7% |
| 3Y | +76.4% | +474.8% | -398.4% | +23.6% |
| 5Y | +103.8% | +347.6% | -243.8% | +43.5% |
| 10Y | +455.5% | +321.5% | +134.0% | +218.8% |
| All | +455.5% | +328.6% | +126.9% | +218.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 10y: compounded portfolio wealth divided by compounded EAT 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…
10y analysis · Full analysis span regression · 6 months rolling