+611.0%
VRT vs EAT
+657.6%
-46.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.2% |
| 7D | +9.1% | 0.0% | +9.1% | +9.1% |
| 30D | +0.9% | +1.9% | -0.9% | -0.1% |
| 3M | -13.4% | +68.7% | -82.0% | -28.0% |
| 6M | +11.7% | +66.9% | -55.2% | -7.5% |
| YTD | +73.2% | +60.4% | +12.8% | +45.5% |
| 1Y | +123.4% | +44.0% | +79.4% | +93.9% |
| All | +611.0% | +657.6% | -46.6% | +284.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling