+108.5%
EQH vs VLTO
+26.2%
+82.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.3% |
| 7D | +5.4% | -1.6% | +7.0% | +6.3% |
| 30D | +1.0% | -2.9% | +3.9% | +2.4% |
| 3M | +26.7% | +12.7% | +14.1% | +18.6% |
| 6M | +34.4% | +1.6% | +32.8% | +32.8% |
| YTD | +11.5% | -4.0% | +15.4% | +13.6% |
| 1Y | +0.4% | -10.2% | +10.6% | +6.1% |
| All | +108.5% | +26.2% | +82.3% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling