+1,481.1%
VTR vs EAT
+6,322.6%
-4,841.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.2% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | -2.4% | +1.9% | -4.3% | -3.2% |
| 3M | +14.8% | +68.7% | -53.9% | -2.1% |
| 6M | +5.3% | +66.9% | -61.6% | -11.4% |
| YTD | +18.1% | +60.4% | -42.3% | -0.1% |
| 1Y | +36.7% | +44.0% | -7.3% | +18.0% |
| 3Y | +130.1% | +604.7% | -474.6% | +13.0% |
| 5Y | +89.5% | +347.0% | -257.5% | -0.6% |
| 10Y | +87.4% | +390.8% | -303.4% | -22.3% |
| All | +1,481.1% | +6,322.6% | -4,841.5% | +213.7% |
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