-4.9%
EQT vs VSH
+62.1%
-66.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.1% | +1.9% | -3.2% |
| 7D | -6.6% | -13.6% | +7.1% | -6.6% |
| 30D | +2.7% | -30.4% | +33.1% | +2.6% |
| 3M | -0.2% | -33.3% | +33.1% | -0.2% |
| 6M | -10.6% | -15.1% | +4.5% | -12.4% |
| YTD | -1.2% | +80.2% | -81.4% | -8.9% |
| 1Y | -4.9% | +63.4% | -68.2% | -10.7% |
| All | -4.9% | +62.1% | -66.9% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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