+30.3%
EQRR vs VT
+13.3%
+17.0%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.8% | +1.1% |
| 7D | -0.1% | -0.7% | +0.6% | +0.4% |
| 30D | -5.5% | -1.7% | -3.8% | -4.3% |
| 3M | -4.7% | -2.3% | -2.4% | -3.2% |
| 6M | +8.4% | +1.5% | +6.9% | +7.3% |
| YTD | +28.7% | +12.0% | +16.6% | +18.7% |
| 1Y | +30.3% | +12.9% | +17.4% | +19.5% |
| All | +30.3% | +13.3% | +17.0% | +19.5% |
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