+49.5%
EQT vs VTV
+232.1%
-182.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.4% |
| 7D | -1.2% | -2.1% | +0.9% | +1.0% |
| 30D | +1.1% | -1.3% | +2.4% | +2.5% |
| 3M | +4.8% | +5.6% | -0.8% | -1.5% |
| 6M | -10.6% | +12.4% | -23.0% | -21.7% |
| YTD | +3.4% | +17.6% | -14.2% | -14.1% |
| 1Y | +8.7% | +23.5% | -14.8% | -14.4% |
| 3Y | +35.0% | +67.0% | -32.1% | -24.2% |
| 5Y | +204.2% | +80.5% | +123.7% | +61.1% |
| All | +49.5% | +232.1% | -182.6% | -64.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling