-8.5%
EQT vs VTV
+23.8%
-32.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -2.7% |
| 7D | -6.9% | -2.2% | -4.7% | -6.2% |
| 30D | -3.2% | +2.2% | -5.4% | -3.8% |
| 3M | -0.9% | +0.4% | -1.3% | -1.0% |
| 6M | -13.0% | +9.4% | -22.5% | -15.6% |
| YTD | -4.4% | +19.0% | -23.4% | -12.9% |
| 1Y | -8.5% | +23.3% | -31.9% | -21.4% |
| All | -8.5% | +23.8% | -32.4% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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