+1,636.0%
VSH vs EAT
+11,644.8%
-10,008.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.1% |
| 3M | -50.0% | +68.7% | -118.6% | -57.3% |
| 6M | +80.2% | +66.9% | +13.3% | +52.2% |
| YTD | +121.1% | +60.4% | +60.7% | +88.3% |
| 1Y | +112.0% | +44.0% | +68.0% | +84.1% |
| 3Y | +22.5% | +604.7% | -582.2% | -34.5% |
| 5Y | +64.0% | +347.0% | -283.0% | -6.0% |
| 10Y | +170.4% | +390.8% | -220.4% | +26.9% |
| All | +1,636.0% | +11,644.8% | -10,008.8% | +234.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling