+0.6%
EQH vs VYM
+21.4%
-20.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.4% |
| 7D | +5.5% | 0.0% | +5.5% | +5.6% |
| 30D | +3.2% | -0.5% | +3.8% | +4.2% |
| 3M | +32.5% | +3.0% | +29.5% | +26.4% |
| 6M | +33.7% | +8.2% | +25.5% | +17.5% |
| YTD | +13.4% | +15.8% | -2.4% | -8.8% |
| 1Y | +0.6% | +20.8% | -20.3% | -23.2% |
| All | +0.6% | +21.4% | -20.9% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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