-11.1%
VRSK vs EQH
+102.2%
-113.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.1% |
| 7D | -5.2% | +0.7% | -5.9% | -5.3% |
| 30D | -2.3% | +2.8% | -5.2% | -2.9% |
| 3M | -2.9% | +23.1% | -26.0% | -7.3% |
| 6M | -12.8% | +41.4% | -54.2% | -19.5% |
| YTD | -20.8% | +14.3% | -35.1% | -23.5% |
| 1Y | -33.2% | +1.6% | -34.8% | -34.0% |
| 3Y | -26.6% | +102.7% | -129.3% | -40.5% |
| All | -11.1% | +102.2% | -113.3% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling