+162.1%
EQX vs VO
+55.8%
+106.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.9% | +0.9% |
| 7D | -3.2% | -1.5% | -1.7% | -1.7% |
| 30D | +7.8% | -3.0% | +10.8% | +11.2% |
| 3M | +21.3% | +2.8% | +18.5% | +18.5% |
| 6M | -22.4% | +10.9% | -33.4% | -28.7% |
| YTD | -11.3% | +12.5% | -23.8% | -19.0% |
| 1Y | +13.5% | +12.0% | +1.5% | +4.0% |
| 3Y | +162.1% | +56.3% | +105.9% | +72.1% |
| All | +162.1% | +55.8% | +106.3% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling