+48.8%
VMC vs EAT
+362.5%
-313.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.5% |
| 7D | -4.3% | -8.9% | +4.6% | -2.7% |
| 30D | +16.2% | +3.4% | +12.8% | +15.3% |
| 3M | -0.8% | -9.3% | +8.5% | +0.3% |
| 6M | +1.2% | +43.8% | -42.6% | -6.2% |
| YTD | +0.5% | +39.9% | -39.4% | -7.1% |
| 1Y | -2.9% | +89.7% | -92.6% | -15.3% |
| 3Y | +37.3% | +491.3% | -453.9% | -9.8% |
| 5Y | +48.8% | +365.4% | -316.6% | +1.6% |
| All | +48.8% | +362.5% | -313.7% | +1.6% |
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