+465.3%
VGT vs EQH
+234.7%
+230.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.7% |
| 7D | -0.2% | +0.7% | -0.9% | -0.5% |
| 30D | -0.4% | +2.8% | -3.3% | -1.6% |
| 3M | +4.4% | +23.1% | -18.7% | -4.2% |
| 6M | +32.1% | +41.4% | -9.3% | +14.1% |
| YTD | +28.8% | +14.3% | +14.5% | +20.5% |
| 1Y | +35.3% | +1.6% | +33.7% | +32.0% |
| 3Y | +124.8% | +102.7% | +22.0% | +64.4% |
| 5Y | +137.9% | +104.5% | +33.4% | +71.1% |
| All | +465.3% | +234.7% | +230.6% | +209.0% |
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