+238.8%
EQX vs VTEB
+15.4%
+223.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.1% |
| 7D | -3.2% | -0.9% | -2.3% | -1.8% |
| 30D | +7.8% | -2.5% | +10.3% | +12.1% |
| 3M | +21.3% | -3.0% | +24.3% | +27.2% |
| 6M | -22.4% | -2.1% | -20.3% | -19.4% |
| YTD | -11.3% | -1.5% | -9.8% | -8.8% |
| 1Y | +13.5% | +0.2% | +13.3% | +14.1% |
| 3Y | +162.1% | +8.6% | +153.6% | +135.4% |
| 5Y | +84.2% | +1.2% | +83.0% | +76.5% |
| All | +238.8% | +15.4% | +223.4% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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