+567.3%
VRT vs EAT
+361.6%
+205.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.3% | +4.5% |
| 7D | -21.4% | -2.6% | -18.7% | -20.8% |
| 30D | -25.8% | +11.5% | -37.3% | -29.0% |
| 3M | -33.5% | -9.1% | -24.4% | -31.9% |
| 6M | -49.0% | +40.4% | -89.4% | -56.5% |
| YTD | +12.9% | +43.9% | -31.0% | -5.2% |
| 1Y | 0.0% | +101.9% | -101.9% | -27.4% |
| 3Y | +361.8% | +489.9% | -128.1% | +100.8% |
| All | +567.3% | +361.6% | +205.7% | +182.2% |
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 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