+348.0%
VT vs EAT
+1,463.4%
-1,115.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.5% | -3.4% |
| 7D | -4.2% | -3.3% | -0.9% | -3.6% |
| 30D | -5.8% | +11.7% | -17.5% | -8.0% |
| 3M | -5.2% | -5.9% | +0.6% | -4.8% |
| 6M | +0.1% | +46.7% | -46.6% | -8.1% |
| YTD | +8.2% | +48.2% | -39.9% | -1.7% |
| 1Y | +10.1% | +105.4% | -95.3% | -6.4% |
| 3Y | +69.7% | +502.8% | -433.1% | +11.8% |
| 5Y | +53.4% | +376.3% | -322.9% | +1.4% |
| 10Y | +219.2% | +400.0% | -180.8% | +79.3% |
| All | +348.0% | +1,463.4% | -1,115.3% | +101.3% |
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