+6.5%
VNQ vs EAT
+317.4%
-310.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.6% | -6.2% | +3.6% | -1.8% |
| 30D | -2.3% | -3.0% | +0.7% | -2.1% |
| 3M | -2.8% | +45.6% | -48.4% | -8.0% |
| 6M | +2.5% | +53.5% | -51.0% | -4.3% |
| YTD | +8.4% | +49.6% | -41.1% | +1.3% |
| 1Y | +6.8% | +38.9% | -32.1% | +0.5% |
| 3Y | +29.9% | +589.7% | -559.7% | -11.2% |
| All | +6.5% | +317.4% | -310.9% | -27.8% |
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