+3.1%
VCIT vs EQH
+93.8%
-90.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -0.2% | +1.1% | -1.3% | -0.2% |
| 30D | -0.5% | -1.1% | +0.6% | -0.5% |
| 3M | -0.9% | +25.0% | -25.9% | -1.8% |
| 6M | -1.9% | +33.9% | -35.8% | -3.1% |
| YTD | -1.0% | +11.6% | -12.6% | -1.5% |
| 1Y | +0.2% | +1.5% | -1.3% | 0.0% |
| 3Y | +19.0% | +96.7% | -77.7% | +14.6% |
| 5Y | +3.1% | +93.9% | -90.8% | -1.0% |
| All | +3.1% | +93.8% | -90.7% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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