+112.2%
VSH vs EAT
+39.0%
+73.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +0.8% |
| 7D | +3.5% | -6.8% | +10.3% | +3.8% |
| 30D | -4.4% | -5.4% | +1.0% | -4.2% |
| 3M | -45.8% | +42.8% | -88.6% | -48.1% |
| 6M | +90.1% | +56.5% | +33.6% | +78.1% |
| YTD | +120.3% | +50.0% | +70.3% | +107.5% |
| 1Y | +112.2% | +38.3% | +74.0% | +98.8% |
| All | +112.2% | +39.0% | +73.3% | +98.8% |
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