-35.7%
VG vs EQX
+122.9%
-158.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.8% |
| 7D | +3.8% | +1.7% | +2.1% | +3.8% |
| 30D | +7.2% | +11.1% | -3.9% | +7.4% |
| 3M | +22.8% | +23.1% | -0.3% | +23.2% |
| 6M | +33.2% | -21.8% | +55.1% | +38.1% |
| YTD | +124.8% | -8.1% | +132.9% | +120.0% |
| 1Y | +15.8% | +29.7% | -13.9% | +0.6% |
| All | -35.7% | +122.9% | -158.5% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling