+2,072.9%
VGT vs EAT
+1,144.4%
+928.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +2.5% | -4.0% | +6.4% | +3.3% |
| 30D | -9.5% | -2.9% | -6.6% | -9.2% |
| 3M | -9.5% | -16.9% | +7.4% | -6.7% |
| 6M | -1.8% | +57.0% | -58.7% | -11.5% |
| YTD | +18.4% | +38.2% | -19.8% | +8.3% |
| 1Y | +18.7% | +69.3% | -50.5% | +3.9% |
| 3Y | +103.8% | +483.0% | -379.2% | +33.1% |
| 5Y | +104.4% | +364.1% | -259.8% | +34.6% |
| 10Y | +716.9% | +320.8% | +396.1% | +371.7% |
| All | +2,072.9% | +1,144.4% | +928.5% | +718.3% |
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