+233.4%
EQX vs VEU
+133.9%
+99.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -3.8% |
| 7D | -7.0% | -1.9% | -5.1% | -5.2% |
| 30D | +4.8% | -0.7% | +5.6% | +5.8% |
| 3M | +25.6% | +4.9% | +20.8% | +20.8% |
| 6M | -25.8% | +9.8% | -35.7% | -30.9% |
| YTD | -12.7% | +15.3% | -28.1% | -21.9% |
| 1Y | +14.1% | +23.0% | -9.0% | -3.3% |
| 3Y | +165.7% | +73.5% | +92.3% | +69.9% |
| 5Y | +81.2% | +54.5% | +26.7% | +20.9% |
| All | +233.4% | +133.9% | +99.4% | +169.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling