+59.9%
VEA vs EAT
+313.1%
-253.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | -1.5% | -7.7% | +6.3% | -0.4% |
| 30D | -0.8% | -13.6% | +12.8% | +1.0% |
| 3M | +2.5% | +33.9% | -31.4% | -1.9% |
| 6M | +11.1% | +47.2% | -36.1% | +4.6% |
| YTD | +17.2% | +48.1% | -30.9% | +9.9% |
| 1Y | +24.5% | +33.7% | -9.2% | +18.1% |
| 3Y | +75.4% | +595.8% | -520.3% | +23.0% |
| All | +59.9% | +313.1% | -253.2% | +13.0% |
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 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