+99.1%
V vs EAT
+361.6%
-262.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.5% |
| 7D | +2.2% | -2.6% | +4.8% | +2.6% |
| 30D | +13.6% | +11.5% | +2.1% | +11.5% |
| 3M | +14.3% | -9.1% | +23.4% | +15.4% |
| 6M | +33.1% | +40.4% | -7.3% | +24.7% |
| YTD | +21.2% | +43.9% | -22.7% | +12.3% |
| 1Y | +26.4% | +101.9% | -75.5% | +10.7% |
| 3Y | +77.6% | +489.9% | -412.3% | +25.8% |
| All | +99.1% | +361.6% | -262.5% | +45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling