+905.2%
VRT vs EAT
+350.4%
+554.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.1% |
| 7D | +9.1% | 0.0% | +9.1% | +9.1% |
| 30D | +0.9% | +1.9% | -0.9% | -0.3% |
| 3M | -13.4% | +68.7% | -82.0% | -30.3% |
| 6M | +11.7% | +66.9% | -55.2% | -10.6% |
| YTD | +73.2% | +60.4% | +12.8% | +40.7% |
| 1Y | +123.4% | +44.0% | +79.4% | +86.6% |
| 3Y | +606.2% | +604.7% | +1.5% | +190.4% |
| All | +905.2% | +350.4% | +554.8% | +327.9% |
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