+59.7%
VIK vs EQH
+18.6%
+41.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.4% |
| 7D | +5.4% | +2.8% | +2.6% | +4.0% |
| 30D | +12.5% | +3.9% | +8.6% | +10.4% |
| 3M | -15.2% | +16.3% | -31.5% | -21.6% |
| 6M | +15.4% | +37.1% | -21.8% | -3.3% |
| YTD | +27.7% | +20.2% | +7.5% | +13.4% |
| 1Y | +59.7% | +17.9% | +41.8% | +43.4% |
| All | +59.7% | +18.6% | +41.1% | +43.4% |
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