+13.8%
VRT vs EAT
+109.8%
-96.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.3% | -19.2% | -14.5% |
| 7D | -15.4% | -0.1% | -15.3% | -15.4% |
| 30D | -19.0% | +13.5% | -32.5% | -21.8% |
| 3M | -23.8% | +1.0% | -24.8% | -25.0% |
| 6M | -37.9% | +57.3% | -95.1% | -46.5% |
| YTD | +27.0% | +53.6% | -26.6% | +12.4% |
| 1Y | +13.8% | +110.8% | -97.0% | +0.5% |
| All | +13.8% | +109.8% | -96.0% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling