+49.5%
EQT vs VO
+197.9%
-148.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.4% |
| 7D | -1.2% | -2.5% | +1.3% | +1.1% |
| 30D | +1.1% | -3.2% | +4.3% | +4.0% |
| 3M | +4.8% | +3.9% | +0.9% | +0.9% |
| 6M | -10.6% | +9.6% | -20.2% | -18.4% |
| YTD | +3.4% | +11.6% | -8.1% | -7.4% |
| 1Y | +8.7% | +12.6% | -3.9% | -3.5% |
| 3Y | +35.0% | +55.4% | -20.4% | -11.1% |
| 5Y | +204.2% | +41.8% | +162.4% | +117.4% |
| All | +49.5% | +197.9% | -148.4% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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