+27.6%
V vs EAT
+88.8%
-61.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +0.9% |
| 7D | +0.8% | -5.9% | +6.7% | +1.5% |
| 30D | +9.9% | +0.7% | +9.3% | +9.8% |
| 3M | +17.5% | -14.2% | +31.7% | +19.3% |
| 6M | +33.5% | +40.7% | -7.3% | +25.1% |
| YTD | +21.6% | +36.0% | -14.4% | +13.0% |
| 1Y | +27.6% | +83.1% | -55.5% | +15.0% |
| All | +27.6% | +88.8% | -61.2% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling