+189.2%
EQT vs VT
+66.2%
+123.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | -0.8% | +1.0% | -1.9% | -1.7% |
| 30D | +6.6% | -0.2% | +6.9% | +6.8% |
| 3M | +4.4% | +4.5% | -0.2% | -0.3% |
| 6M | -10.5% | +14.1% | -24.6% | -21.9% |
| YTD | +3.7% | +14.8% | -11.0% | -10.3% |
| 1Y | +9.9% | +21.2% | -11.3% | -10.2% |
| 3Y | +35.4% | +76.6% | -41.2% | -26.1% |
| 5Y | +189.2% | +66.6% | +122.6% | +68.0% |
| All | +189.2% | +66.2% | +123.0% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling