+161.1%
VEA vs EQT
+50.4%
+110.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.2% |
| 7D | -1.5% | -2.0% | +0.5% | -1.3% |
| 30D | -0.8% | 0.0% | -0.9% | -0.9% |
| 3M | +2.5% | +5.9% | -3.5% | +1.8% |
| 6M | +11.1% | -14.8% | +25.9% | +12.7% |
| YTD | +17.2% | +1.8% | +15.4% | +16.5% |
| 1Y | +24.5% | +7.4% | +17.2% | +23.0% |
| 3Y | +75.4% | +33.6% | +41.8% | +67.8% |
| 5Y | +61.1% | +199.3% | -138.2% | +41.2% |
| All | +161.1% | +50.4% | +110.7% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling