+47.1%
EQT vs VEU
+155.0%
-107.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.7% | -2.5% |
| 7D | -2.0% | -1.4% | -0.6% | -0.9% |
| 30D | 0.0% | -0.4% | +0.4% | +0.2% |
| 3M | +5.9% | +2.5% | +3.4% | +3.2% |
| 6M | -14.8% | +11.1% | -25.9% | -23.4% |
| YTD | +1.8% | +16.5% | -14.7% | -12.8% |
| 1Y | +7.4% | +22.9% | -15.6% | -12.3% |
| 3Y | +33.6% | +73.4% | -39.8% | -20.8% |
| 5Y | +199.3% | +56.1% | +143.2% | +94.3% |
| All | +47.1% | +155.0% | -107.8% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling