+1,290.9%
VFC vs EAT
+10,283.2%
-8,992.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.0% |
| 7D | +7.7% | -3.9% | +11.6% | +8.7% |
| 30D | +39.2% | +5.0% | +34.2% | +37.1% |
| 3M | +40.3% | -9.6% | +49.9% | +42.6% |
| 6M | +11.4% | +46.8% | -35.4% | -0.5% |
| YTD | +17.5% | +41.8% | -24.3% | +5.1% |
| 1Y | +45.9% | +98.3% | -52.4% | +19.5% |
| 3Y | +47.3% | +503.1% | -455.7% | -8.1% |
| 5Y | -67.2% | +356.7% | -423.9% | -78.9% |
| 10Y | -46.1% | +349.8% | -395.9% | -70.1% |
| All | +1,290.9% | +10,283.2% | -8,992.3% | +225.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling