+35,889.1%
VLO vs EAT
+11,644.8%
+24,244.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +22.6% | +1.9% | +20.7% | +21.8% |
| 3M | +43.8% | +68.7% | -24.9% | +27.3% |
| 6M | +65.7% | +66.9% | -1.2% | +44.9% |
| YTD | +131.1% | +60.4% | +70.7% | +103.0% |
| 1Y | +143.6% | +44.0% | +99.6% | +117.0% |
| 3Y | +201.4% | +604.7% | -403.3% | +77.5% |
| 5Y | +568.9% | +347.0% | +221.9% | +314.4% |
| 10Y | +891.8% | +390.8% | +501.0% | +423.3% |
| All | +35,889.1% | +11,644.8% | +24,244.3% | +9,880.4% |
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