-44.3%
EQPT vs VT
+12.4%
-56.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.8% | +0.2% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -9.1% | +0.8% | -9.9% | -9.9% |
| 3M | -10.2% | +2.8% | -12.9% | -13.5% |
| 6M | -39.7% | +13.0% | -52.6% | -47.6% |
| All | -44.3% | +12.4% | -56.7% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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