+34.0%
VSH vs EAT
+657.6%
-623.5%
-56.7%
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% | +4.3% |
| 7D | +4.1% | 0.0% | +4.0% | +4.0% |
| 30D | -4.2% | +1.9% | -6.0% | -4.9% |
| 3M | -50.0% | +68.7% | -118.6% | -56.3% |
| 6M | +80.2% | +66.9% | +13.3% | +55.6% |
| YTD | +121.1% | +60.4% | +60.7% | +92.2% |
| 1Y | +112.0% | +44.0% | +68.0% | +88.9% |
| All | +34.0% | +657.6% | -623.5% | -27.2% |
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 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