+43.4%
EQX vs VO
+15.8%
+27.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.0% |
| 7D | -1.4% | -0.3% | -1.1% | -0.8% |
| 30D | +24.4% | -0.3% | +24.7% | +25.2% |
| 3M | +11.6% | +2.9% | +8.7% | +6.5% |
| 6M | -25.0% | +9.3% | -34.3% | -35.4% |
| YTD | -8.4% | +14.2% | -22.6% | -24.1% |
| 1Y | +43.4% | +15.3% | +28.1% | +16.9% |
| All | +43.4% | +15.8% | +27.6% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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