+3,227.9%
VMC vs EAT
+11,644.8%
-8,416.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -4.3% | 0.0% | -4.3% | -4.4% |
| 30D | -8.2% | +1.9% | -10.1% | -9.0% |
| 3M | -7.0% | +68.7% | -75.7% | -18.4% |
| 6M | -10.8% | +66.9% | -77.7% | -22.0% |
| YTD | -7.4% | +60.4% | -67.8% | -18.7% |
| 1Y | -9.5% | +44.0% | -53.5% | -19.2% |
| 3Y | +20.5% | +604.7% | -584.2% | -30.3% |
| 5Y | +51.6% | +347.0% | -295.5% | -7.1% |
| 10Y | +150.0% | +390.8% | -240.7% | +24.5% |
| All | +3,227.9% | +11,644.8% | -8,416.9% | +750.7% |
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