+7.2%
VNQ vs EAT
+313.1%
-305.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.9% |
| 7D | -1.3% | -7.7% | +6.4% | -0.2% |
| 30D | -2.6% | -13.6% | +11.0% | -0.8% |
| 3M | -2.0% | +33.9% | -35.9% | -6.2% |
| 6M | +4.3% | +47.2% | -42.9% | -2.0% |
| YTD | +9.2% | +48.1% | -38.8% | +2.2% |
| 1Y | +5.6% | +33.7% | -28.1% | 0.0% |
| 3Y | +30.8% | +595.8% | -564.9% | -10.7% |
| All | +7.2% | +313.1% | -305.8% | -27.2% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling