+370.2%
VLO vs EQH
+226.9%
+143.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +6.2% | +1.1% | +5.1% | +5.5% |
| 30D | +23.5% | -1.1% | +24.6% | +23.9% |
| 3M | +53.9% | +25.0% | +28.8% | +34.4% |
| 6M | +81.7% | +33.9% | +47.8% | +49.4% |
| YTD | +142.5% | +11.6% | +130.9% | +119.9% |
| 1Y | +145.4% | +1.5% | +143.9% | +133.2% |
| 3Y | +197.3% | +96.7% | +100.6% | +78.9% |
| 5Y | +614.6% | +93.9% | +520.7% | +310.8% |
| All | +370.2% | +226.9% | +143.3% | +91.0% |
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