+47.1%
EQT vs VOO
+325.3%
-278.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.4% |
| 7D | -2.0% | -0.8% | -1.2% | -1.3% |
| 30D | 0.0% | -1.1% | +1.1% | +0.9% |
| 3M | +5.9% | +3.9% | +2.0% | +2.0% |
| 6M | -14.8% | +13.6% | -28.4% | -24.8% |
| YTD | +1.8% | +12.7% | -10.9% | -9.7% |
| 1Y | +7.4% | +17.6% | -10.2% | -8.4% |
| 3Y | +33.6% | +77.3% | -43.7% | -22.7% |
| 5Y | +199.3% | +84.1% | +115.2% | +66.7% |
| All | +47.1% | +325.3% | -278.2% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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