+1,367.1%
VSH vs EAT
+9,855.7%
-8,488.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.6% | +2.6% |
| 7D | -1.6% | -5.9% | +4.3% | -0.1% |
| 30D | -21.3% | +0.7% | -22.0% | -21.8% |
| 3M | -18.9% | -14.2% | -4.7% | -16.4% |
| 6M | -21.4% | +40.7% | -62.1% | -30.5% |
| YTD | +86.8% | +36.0% | +50.9% | +65.2% |
| 1Y | +85.8% | +83.1% | +2.7% | +50.1% |
| 3Y | +30.1% | +474.8% | -444.7% | -26.8% |
| 5Y | +42.8% | +347.6% | -304.8% | -18.5% |
| 10Y | +121.2% | +321.5% | -200.3% | +7.5% |
| All | +1,367.1% | +9,855.7% | -8,488.6% | +193.6% |
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