+2.5%
EQH vs VLTO
-10.5%
+13.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.3% |
| 7D | -1.8% | -4.5% | +2.8% | -0.5% |
| 30D | +2.4% | -4.6% | +7.0% | +3.8% |
| 3M | +26.3% | +13.3% | +13.0% | +21.2% |
| 6M | +35.8% | +2.1% | +33.7% | +35.7% |
| YTD | +12.7% | -6.1% | +18.7% | +16.5% |
| 1Y | +2.5% | -11.4% | +13.8% | +9.0% |
| All | +2.5% | -10.5% | +13.0% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling