+377.4%
VT vs EAT
+1,592.5%
-1,215.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | +1.0% | +1.9% | -0.9% | +0.4% |
| 3M | +2.4% | +68.7% | -66.3% | -7.8% |
| 6M | +12.0% | +66.9% | -54.9% | +0.2% |
| YTD | +15.3% | +60.4% | -45.1% | +3.7% |
| 1Y | +22.6% | +44.0% | -21.4% | +11.7% |
| 3Y | +74.7% | +604.7% | -530.0% | +11.8% |
| 5Y | +66.1% | +347.0% | -280.9% | +11.5% |
| 10Y | +225.0% | +390.8% | -165.8% | +85.1% |
| All | +377.4% | +1,592.5% | -1,215.0% | +112.3% |
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