+3,456.8%
VMC vs EAT
+9,981.2%
-6,524.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.1% |
| 7D | -1.7% | -7.1% | +5.4% | 0.0% |
| 30D | +15.3% | -2.3% | +17.6% | +15.5% |
| 3M | +0.3% | -19.6% | +19.9% | +4.9% |
| 6M | +0.9% | +46.0% | -45.1% | -9.1% |
| YTD | -1.0% | +37.7% | -38.7% | -10.5% |
| 1Y | -4.3% | +73.8% | -78.1% | -18.4% |
| 3Y | +35.3% | +482.1% | -446.7% | -18.3% |
| 5Y | +44.4% | +362.5% | -318.1% | -12.5% |
| 10Y | +128.0% | +319.3% | -191.3% | +17.1% |
| All | +3,456.8% | +9,981.2% | -6,524.3% | +837.1% |
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