+169.7%
VEA vs EQT
+145.3%
+24.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.4% |
| 7D | -1.5% | -2.0% | +0.5% | -1.0% |
| 30D | -0.8% | 0.0% | -0.9% | -0.9% |
| 3M | +2.5% | +5.9% | -3.5% | +0.9% |
| 6M | +11.1% | -14.8% | +25.9% | +14.5% |
| YTD | +17.2% | +1.8% | +15.4% | +15.7% |
| 1Y | +24.5% | +7.4% | +17.2% | +21.0% |
| 3Y | +75.4% | +33.6% | +41.8% | +58.0% |
| 5Y | +61.1% | +199.3% | -138.2% | +12.7% |
| 10Y | +163.1% | +50.0% | +113.1% | +97.1% |
| All | +169.7% | +145.3% | +24.4% | +7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling