+167.8%
EQT vs VT
+59.8%
+108.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.4% |
| 7D | +0.3% | -0.7% | +1.0% | +0.9% |
| 30D | -0.7% | -1.7% | +1.1% | +0.7% |
| 3M | -2.8% | -2.3% | -0.5% | -1.1% |
| 6M | -6.1% | +1.5% | -7.6% | -8.3% |
| YTD | -0.5% | +12.0% | -12.6% | -12.3% |
| 1Y | -12.1% | +12.9% | -25.0% | -23.1% |
| 3Y | +40.4% | +74.9% | -34.6% | -22.8% |
| 5Y | +167.8% | +59.9% | +107.8% | +62.1% |
| All | +167.8% | +59.8% | +108.0% | +62.1% |
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