+47.3%
VFC vs EAT
+498.6%
-451.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.2% |
| 7D | +7.7% | -3.9% | +11.6% | +9.2% |
| 30D | +39.2% | +5.0% | +34.2% | +35.8% |
| 3M | +40.3% | -9.6% | +49.9% | +43.7% |
| 6M | +11.4% | +46.8% | -35.4% | -8.2% |
| YTD | +17.5% | +41.8% | -24.3% | -3.4% |
| 1Y | +45.9% | +98.3% | -52.4% | +1.0% |
| 3Y | +47.3% | +503.1% | -455.7% | -58.0% |
| All | +47.3% | +498.6% | -451.3% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling