-0.2%
VRSK vs EQH
+12.7%
-13.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -5.7% | +12.6% | +7.2% |
| 7D | +10.9% | -3.1% | +14.0% | +10.9% |
| 30D | +28.0% | -2.9% | +30.9% | +28.0% |
| 3M | +12.3% | +3.1% | +9.2% | +11.9% |
| 6M | +17.8% | +21.8% | -4.0% | +15.0% |
| YTD | -4.7% | +13.3% | -18.0% | -5.9% |
| 1Y | -0.2% | +20.1% | -20.4% | -1.3% |
| All | -0.2% | +12.7% | -13.0% | -1.3% |
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