+2,864.5%
V vs EQT
+96.4%
+2,768.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | -2.9% | -2.0% | -0.9% | -2.5% |
| 30D | +1.9% | +1.0% | +0.9% | +1.7% |
| 3M | +13.2% | +4.0% | +9.2% | +12.2% |
| 6M | +16.7% | -11.7% | +28.4% | +19.0% |
| YTD | +5.4% | +2.8% | +2.6% | +4.1% |
| 1Y | +7.7% | +10.0% | -2.3% | +4.6% |
| 3Y | +52.0% | +34.1% | +17.8% | +39.1% |
| 5Y | +67.7% | +195.3% | -127.5% | +24.7% |
| 10Y | +384.8% | +51.6% | +333.2% | +273.7% |
| All | +2,864.5% | +96.4% | +2,768.1% | +1,479.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling