+59.9%
VEA vs EQH
+102.2%
-42.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.6% |
| 7D | -1.5% | +0.7% | -2.2% | -1.7% |
| 30D | -0.8% | +2.8% | -3.7% | -1.8% |
| 3M | +2.5% | +23.1% | -20.6% | -4.2% |
| 6M | +11.1% | +41.4% | -30.3% | -0.9% |
| YTD | +17.2% | +14.3% | +2.9% | +11.2% |
| 1Y | +24.5% | +1.6% | +22.9% | +22.3% |
| 3Y | +75.4% | +102.7% | -27.3% | +30.4% |
| All | +59.9% | +102.2% | -42.3% | +15.5% |
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