+8.7%
EQT vs VG
+17.2%
-8.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.4% |
| 7D | -1.2% | +7.0% | -8.2% | -2.1% |
| 30D | +1.1% | +17.2% | -16.2% | -1.1% |
| 3M | +4.8% | +16.8% | -12.0% | +2.1% |
| 6M | -10.6% | +36.3% | -46.9% | -15.2% |
| YTD | +3.4% | +127.9% | -124.5% | -8.7% |
| 1Y | +8.7% | +11.7% | -3.0% | +5.6% |
| All | +8.7% | +17.2% | -8.6% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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