+2,826.7%
VRT vs EAT
+429.4%
+2,397.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.4% | +7.0% | +4.7% |
| 7D | +13.6% | -4.9% | +18.5% | +15.3% |
| 30D | +6.8% | -1.2% | +8.0% | +6.6% |
| 3M | -3.2% | +52.2% | -55.5% | -15.8% |
| 6M | +20.3% | +65.0% | -44.7% | +1.3% |
| YTD | +79.6% | +55.0% | +24.6% | +54.1% |
| 1Y | +139.0% | +42.1% | +96.9% | +107.7% |
| 3Y | +644.6% | +614.7% | +29.9% | +289.2% |
| 5Y | +1,024.4% | +322.7% | +701.6% | +550.1% |
| All | +2,826.7% | +429.4% | +2,397.3% | +988.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling