+107.1%
EQBK vs VT
+222.7%
-115.6%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.3% |
| 30D | -2.1% | -0.7% | -1.4% | -1.5% |
| 3M | +4.7% | +4.0% | +0.7% | +0.5% |
| 6M | +12.6% | +12.3% | +0.3% | -0.1% |
| YTD | +12.0% | +14.0% | -2.0% | -2.2% |
| 1Y | +20.6% | +20.3% | +0.3% | -0.3% |
| 3Y | +114.0% | +75.4% | +38.6% | +22.8% |
| 5Y | +66.9% | +66.0% | +1.0% | +0.4% |
| 10Y | +107.1% | +228.2% | -121.1% | -37.0% |
| All | +107.1% | +222.7% | -115.6% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling