-4.9%
EQT vs VFC
+52.5%
-57.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -3.0% |
| 7D | -6.6% | +21.5% | -28.1% | -6.1% |
| 30D | +2.7% | +46.7% | -43.9% | +3.5% |
| 3M | -0.2% | +38.4% | -38.6% | +0.6% |
| 6M | -10.6% | +15.2% | -25.8% | -9.9% |
| YTD | -1.2% | +17.8% | -19.0% | -1.7% |
| 1Y | -4.9% | +55.6% | -60.4% | -10.2% |
| All | -4.9% | +52.5% | -57.3% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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