+251.1%
EQX vs VO
+167.4%
+83.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.2% |
| 7D | +1.7% | -0.6% | +2.3% | +2.1% |
| 30D | +11.1% | -1.9% | +13.0% | +12.5% |
| 3M | +23.1% | +3.3% | +19.8% | +21.1% |
| 6M | -21.8% | +9.7% | -31.5% | -25.5% |
| YTD | -8.1% | +12.6% | -20.7% | -13.6% |
| 1Y | +29.7% | +13.6% | +16.0% | +21.4% |
| 3Y | +179.9% | +56.8% | +123.1% | +118.3% |
| 5Y | +82.5% | +42.3% | +40.2% | +46.1% |
| All | +251.1% | +167.4% | +83.7% | +324.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling