+80.5%
VTV vs EAT
+308.2%
-227.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -2.1% | -6.2% | +4.1% | -1.3% |
| 30D | -1.3% | -3.0% | +1.7% | -1.1% |
| 3M | +5.6% | +45.6% | -40.0% | +0.6% |
| 6M | +12.4% | +53.5% | -41.2% | +5.8% |
| YTD | +17.6% | +49.6% | -31.9% | +10.9% |
| 1Y | +23.5% | +38.9% | -15.4% | +17.1% |
| 3Y | +67.0% | +589.7% | -522.6% | +23.8% |
| 5Y | +80.5% | +318.7% | -238.1% | +36.2% |
| All | +80.5% | +308.2% | -227.6% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling