+105.5%
VEA vs EQH
+234.7%
-129.1%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.6% |
| 6M | +11.1% | +41.4% | -30.3% | -1.5% |
| YTD | +17.2% | +14.3% | +2.9% | +10.8% |
| 1Y | +24.5% | +1.6% | +22.9% | +21.9% |
| 3Y | +75.4% | +102.7% | -27.3% | +31.9% |
| 5Y | +61.1% | +104.5% | -43.5% | +18.0% |
| All | +105.5% | +234.7% | -129.1% | +18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling