+14.1%
EQX vs VLTO
-10.5%
+24.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.7% | -4.9% |
| 7D | -7.0% | -4.5% | -2.5% | -6.7% |
| 30D | +4.8% | -4.6% | +9.5% | +5.1% |
| 3M | +25.6% | +13.3% | +12.4% | +25.6% |
| 6M | -25.8% | +2.1% | -28.0% | -25.0% |
| YTD | -12.7% | -6.1% | -6.7% | -15.2% |
| 1Y | +14.1% | -11.4% | +25.4% | +10.7% |
| All | +14.1% | -10.5% | +24.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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