+69.6%
V vs EQT
+192.3%
-122.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.1% |
| 7D | -3.0% | -1.2% | -1.9% | -2.9% |
| 30D | +1.2% | +1.1% | +0.1% | +1.1% |
| 3M | +13.9% | +4.8% | +9.1% | +13.1% |
| 6M | +17.2% | -10.6% | +27.8% | +18.6% |
| YTD | +5.3% | +3.4% | +1.9% | +4.4% |
| 1Y | +9.5% | +8.7% | +0.8% | +7.5% |
| 3Y | +51.9% | +35.0% | +17.0% | +43.1% |
| 5Y | +69.6% | +204.2% | -134.7% | +44.5% |
| All | +69.6% | +192.3% | -122.8% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling