+102.7%
EQH vs VIG
+55.8%
+46.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.2% |
| 7D | +0.7% | -1.1% | +1.8% | +2.6% |
| 30D | +2.8% | -2.7% | +5.6% | +7.8% |
| 3M | +23.1% | +2.5% | +20.5% | +18.1% |
| 6M | +41.4% | +9.2% | +32.2% | +22.3% |
| YTD | +14.3% | +9.8% | +4.4% | -1.8% |
| 1Y | +1.6% | +12.4% | -10.8% | -15.9% |
| 3Y | +102.7% | +55.9% | +46.8% | +0.3% |
| All | +102.7% | +55.8% | +46.9% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling