+195.5%
VLO vs EAT
+657.6%
-462.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +22.6% | +1.9% | +20.7% | +22.3% |
| 3M | +43.8% | +68.7% | -24.9% | +39.1% |
| 6M | +65.7% | +66.9% | -1.2% | +59.2% |
| YTD | +131.1% | +60.4% | +70.7% | +122.5% |
| 1Y | +143.6% | +44.0% | +99.6% | +138.0% |
| All | +195.5% | +657.6% | -462.1% | +146.5% |
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