+100.5%
EQRR vs VT
+66.2%
+34.3%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | -0.1% | +1.0% | -1.1% | -1.1% |
| 30D | +3.2% | -0.2% | +3.4% | +3.4% |
| 3M | +8.7% | +4.5% | +4.1% | +3.9% |
| 6M | +28.9% | +14.1% | +14.9% | +13.0% |
| YTD | +35.6% | +14.8% | +20.8% | +18.1% |
| 1Y | +40.1% | +21.2% | +18.9% | +15.4% |
| 3Y | +75.5% | +76.6% | -1.0% | -3.7% |
| 5Y | +100.5% | +66.6% | +33.9% | +18.0% |
| All | +100.5% | +66.2% | +34.3% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling