+977.6%
VRT vs EQH
+102.2%
+875.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +2.6% |
| 7D | -8.4% | +0.7% | -9.1% | -8.9% |
| 30D | -10.9% | +2.8% | -13.7% | -12.8% |
| 3M | -13.7% | +23.1% | -36.8% | -26.1% |
| 6M | -4.1% | +41.4% | -45.5% | -27.1% |
| YTD | +58.7% | +14.3% | +44.5% | +39.9% |
| 1Y | +89.6% | +1.6% | +88.0% | +80.5% |
| 3Y | +558.1% | +102.7% | +455.4% | +248.7% |
| All | +977.6% | +102.2% | +875.3% | +502.1% |
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