+217.8%
VOO vs EQH
+230.1%
-12.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -2.0% | -1.8% | -0.2% | -1.4% |
| 30D | -1.7% | +2.4% | -4.1% | -2.6% |
| 3M | +4.7% | +26.3% | -21.6% | -4.0% |
| 6M | +12.6% | +35.8% | -23.3% | 0.0% |
| YTD | +11.8% | +12.7% | -0.9% | +5.7% |
| 1Y | +17.5% | +2.5% | +15.1% | +14.5% |
| 3Y | +77.0% | +98.6% | -21.7% | +32.2% |
| 5Y | +82.6% | +101.7% | -19.1% | +32.8% |
| All | +217.8% | +230.1% | -12.2% | +77.2% |
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