+28.6%
VCIT vs EQX
+238.5%
-209.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +0.1% | +3.8% | -3.7% | -0.1% |
| 30D | -0.8% | +9.4% | -10.1% | -1.1% |
| 3M | -0.5% | +16.8% | -17.4% | -1.2% |
| 6M | -1.4% | -23.7% | +22.3% | -0.7% |
| YTD | -0.8% | -9.6% | +8.8% | -1.0% |
| 1Y | +0.3% | +29.1% | -28.8% | -1.5% |
| 3Y | +19.2% | +175.3% | -156.1% | +12.1% |
| 5Y | +3.6% | +77.3% | -73.7% | -2.6% |
| All | +28.6% | +238.5% | -209.9% | +17.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling