+55.7%
EQT vs VTEB
+25.1%
+30.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -1.2% | -1.2% | +0.1% | -0.7% |
| 30D | +1.1% | -2.9% | +4.0% | +2.1% |
| 3M | +4.8% | -3.2% | +7.9% | +6.0% |
| 6M | -10.6% | -2.6% | -7.9% | -9.8% |
| YTD | +3.4% | -1.8% | +5.3% | +4.0% |
| 1Y | +8.7% | +0.2% | +8.5% | +8.4% |
| 3Y | +35.0% | +8.2% | +26.7% | +29.3% |
| 5Y | +204.2% | +0.8% | +203.4% | +200.9% |
| 10Y | +52.5% | +17.7% | +34.8% | +60.9% |
| All | +55.7% | +25.1% | +30.6% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling