-39.3%
VG vs EQH
+4.2%
-43.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | 0.0% |
| 7D | +1.7% | +5.5% | -3.8% | -0.5% |
| 30D | +16.0% | +3.2% | +12.8% | +14.7% |
| 3M | +9.7% | +32.5% | -22.8% | -3.5% |
| 6M | +29.6% | +33.7% | -4.2% | +10.7% |
| YTD | +112.0% | +13.4% | +98.6% | +103.4% |
| 1Y | +12.8% | +0.6% | +12.2% | +21.0% |
| All | -39.3% | +4.2% | -43.6% | -35.8% |
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