+162.1%
EQX vs VEU
+73.8%
+88.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +0.1% |
| 7D | -3.2% | -1.4% | -1.8% | -1.0% |
| 30D | +7.8% | -0.4% | +8.2% | +8.8% |
| 3M | +21.3% | +2.5% | +18.8% | +17.7% |
| 6M | -22.4% | +11.1% | -33.6% | -32.0% |
| YTD | -11.3% | +16.5% | -27.8% | -26.4% |
| 1Y | +13.5% | +22.9% | -9.4% | -11.8% |
| 3Y | +162.1% | +73.4% | +88.7% | +33.3% |
| All | +162.1% | +73.8% | +88.4% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling