+2,263.1%
VGT vs EAT
+1,296.0%
+967.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.5% |
| 7D | +1.8% | -4.9% | +6.7% | +2.8% |
| 30D | -0.3% | -1.2% | +0.9% | -0.4% |
| 3M | +3.4% | +52.2% | -48.9% | -5.7% |
| 6M | +35.0% | +65.0% | -30.1% | +20.2% |
| YTD | +28.8% | +55.0% | -26.3% | +15.7% |
| 1Y | +38.0% | +42.1% | -4.1% | +25.3% |
| 3Y | +125.8% | +614.7% | -488.9% | +41.8% |
| 5Y | +134.7% | +322.7% | -188.0% | +57.8% |
| 10Y | +792.6% | +382.0% | +410.6% | +403.0% |
| All | +2,263.1% | +1,296.0% | +967.1% | +774.2% |
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