+432.2%
VLO vs EAT
+368.3%
+63.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.4% | +3.1% |
| 7D | -6.5% | -3.9% | -2.6% | -6.2% |
| 30D | -17.8% | +5.0% | -22.7% | -18.3% |
| 3M | +19.6% | -9.6% | +29.2% | +20.2% |
| 6M | +49.3% | +46.8% | +2.5% | +42.3% |
| YTD | +122.4% | +41.8% | +80.6% | +111.1% |
| 1Y | +107.4% | +98.3% | +9.1% | +87.6% |
| 3Y | +223.1% | +503.1% | -280.0% | +146.0% |
| 5Y | +432.2% | +356.7% | +75.6% | +338.8% |
| All | +432.2% | +368.3% | +63.9% | +338.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling