+190.8%
EQT vs VTV
+80.6%
+110.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -2.5% |
| 7D | -2.0% | -1.1% | -0.9% | -0.7% |
| 30D | 0.0% | -1.0% | +1.0% | +1.2% |
| 3M | +5.9% | +4.6% | +1.3% | 0.0% |
| 6M | -14.8% | +13.5% | -28.3% | -27.6% |
| YTD | +1.8% | +18.5% | -16.7% | -18.6% |
| 1Y | +7.4% | +22.9% | -15.5% | -18.0% |
| 3Y | +33.6% | +67.8% | -34.2% | -35.0% |
| All | +190.8% | +80.6% | +110.2% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling