+250.0%
EQX vs VT
+192.0%
+58.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -1.4% | +0.4% | -1.8% | -1.7% |
| 30D | +24.4% | +1.0% | +23.4% | +23.6% |
| 3M | +11.6% | +2.4% | +9.2% | +10.2% |
| 6M | -25.0% | +12.0% | -37.0% | -30.4% |
| YTD | -8.4% | +15.3% | -23.7% | -16.6% |
| 1Y | +43.4% | +22.6% | +20.8% | +25.3% |
| 3Y | +162.0% | +74.7% | +87.3% | +79.6% |
| 5Y | +70.1% | +66.1% | +4.0% | +16.0% |
| All | +250.0% | +192.0% | +58.0% | +227.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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