+51.8%
VG vs EQH
+18.6%
+33.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.6% | -9.3% | -7.2% |
| 7D | -16.4% | +2.8% | -19.2% | -15.6% |
| 30D | -10.8% | +3.9% | -14.7% | -9.6% |
| 3M | -6.3% | +16.3% | -22.6% | -1.3% |
| 6M | -12.5% | +37.1% | -49.6% | -2.6% |
| YTD | +76.9% | +20.2% | +56.7% | +105.7% |
| 1Y | +51.8% | +17.9% | +33.9% | +78.1% |
| All | +51.8% | +18.6% | +33.2% | +78.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling