+11.7%
VG vs EQX
+21.9%
-10.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.1% | +6.4% | +0.4% |
| 7D | +7.0% | -7.0% | +14.1% | +5.6% |
| 30D | +17.2% | +4.8% | +12.4% | +18.7% |
| 3M | +16.8% | +25.6% | -8.8% | +23.0% |
| 6M | +36.3% | -25.8% | +62.2% | +38.4% |
| YTD | +127.9% | -12.7% | +140.6% | +125.1% |
| 1Y | +11.7% | +14.1% | -2.4% | +17.2% |
| All | +11.7% | +21.9% | -10.2% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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