+238.8%
EQX vs VOO
+248.9%
-10.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.1% |
| 7D | -3.2% | -0.8% | -2.4% | -2.7% |
| 30D | +7.8% | -1.1% | +8.8% | +8.5% |
| 3M | +21.3% | +3.9% | +17.4% | +18.9% |
| 6M | -22.4% | +13.6% | -36.1% | -27.2% |
| YTD | -11.3% | +12.7% | -24.0% | -16.4% |
| 1Y | +13.5% | +17.6% | -4.1% | +4.7% |
| 3Y | +162.1% | +77.3% | +84.8% | +94.6% |
| 5Y | +84.2% | +84.1% | +0.1% | +31.8% |
| All | +238.8% | +248.9% | -10.1% | +270.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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