+812.9%
VOO vs EQT
+236.3%
+576.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -2.0% | -1.2% | -0.8% | -1.8% |
| 30D | -1.7% | +1.1% | -2.7% | -1.8% |
| 3M | +4.7% | +4.8% | -0.1% | +3.8% |
| 6M | +12.6% | -10.6% | +23.1% | +14.0% |
| YTD | +11.8% | +3.4% | +8.3% | +10.6% |
| 1Y | +17.5% | +8.7% | +8.9% | +15.2% |
| 3Y | +77.0% | +35.0% | +42.0% | +65.4% |
| 5Y | +82.6% | +204.2% | -121.7% | +46.5% |
| 10Y | +320.0% | +52.5% | +267.5% | +253.0% |
| All | +812.9% | +236.3% | +576.6% | +467.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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