+35.8%
EQT vs VOO
+75.9%
-40.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | -1.2% | -2.0% | +0.8% | +0.1% |
| 30D | +1.1% | -1.7% | +2.7% | +2.1% |
| 3M | +4.8% | +4.7% | +0.1% | +1.2% |
| 6M | -10.6% | +12.6% | -23.1% | -18.3% |
| YTD | +3.4% | +11.8% | -8.3% | -5.1% |
| 1Y | +8.7% | +17.5% | -8.9% | -4.3% |
| All | +35.8% | +75.9% | -40.1% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling