+513.6%
EQT vs VO
+806.0%
-292.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.5% |
| 7D | -1.2% | -2.5% | +1.3% | +1.3% |
| 30D | +1.1% | -3.2% | +4.3% | +4.4% |
| 3M | +4.8% | +3.9% | +0.9% | +0.4% |
| 6M | -10.6% | +9.6% | -20.2% | -19.2% |
| YTD | +3.4% | +11.6% | -8.1% | -8.5% |
| 1Y | +8.7% | +12.6% | -3.9% | -4.7% |
| 3Y | +35.0% | +55.4% | -20.4% | -14.8% |
| 5Y | +204.2% | +41.8% | +162.4% | +110.3% |
| 10Y | +52.5% | +196.4% | -144.0% | -52.7% |
| All | +513.6% | +806.0% | -292.5% | -33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling