+217.4%
EQH vs VO
+134.9%
+82.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +1.3% |
| 7D | +1.1% | -0.6% | +1.7% | +2.0% |
| 30D | -1.1% | -1.9% | +0.8% | +1.8% |
| 3M | +25.0% | +3.3% | +21.8% | +19.3% |
| 6M | +33.9% | +9.7% | +24.2% | +17.2% |
| YTD | +11.6% | +12.6% | -1.0% | -5.7% |
| 1Y | +1.5% | +13.6% | -12.1% | -15.3% |
| 3Y | +96.7% | +56.8% | +39.9% | +5.8% |
| 5Y | +93.9% | +42.3% | +51.6% | +20.6% |
| All | +217.4% | +134.9% | +82.5% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 all: compounded portfolio wealth divided by compounded VO 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…
all analysis · Full analysis span regression · 6 months rolling