-53.7%
EQPT vs VOO
+12.3%
-66.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.8% | -8.5% |
| 7D | -15.9% | -0.7% | -15.2% | -14.6% |
| 30D | -20.2% | -1.1% | -19.2% | -17.9% |
| 3M | -24.4% | -0.3% | -24.1% | -23.0% |
| 6M | -18.0% | +7.4% | -25.4% | -25.2% |
| All | -53.7% | +12.3% | -66.0% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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