+3.1%
VCIT vs EQX
+79.7%
-76.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.8% | -0.2% |
| 7D | -0.2% | +1.7% | -1.9% | -0.3% |
| 30D | -0.5% | +11.1% | -11.6% | -0.9% |
| 3M | -0.9% | +23.1% | -24.0% | -1.8% |
| 6M | -1.9% | -21.8% | +19.9% | -1.4% |
| YTD | -1.0% | -8.1% | +7.1% | -1.2% |
| 1Y | +0.2% | +29.7% | -29.4% | -1.6% |
| 3Y | +19.0% | +179.9% | -160.9% | +11.4% |
| 5Y | +3.1% | +82.5% | -79.5% | -4.4% |
| All | +3.1% | +79.7% | -76.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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