+2,826.7%
VRT vs EQT
+126.7%
+2,700.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +13.6% | -0.8% | +14.5% | +13.8% |
| 30D | +6.8% | +6.6% | +0.1% | +5.5% |
| 3M | -3.2% | +4.4% | -7.6% | -4.2% |
| 6M | +20.3% | -10.5% | +30.8% | +22.2% |
| YTD | +79.6% | +3.7% | +75.9% | +77.5% |
| 1Y | +139.0% | +9.9% | +129.1% | +133.4% |
| 3Y | +644.6% | +35.4% | +609.3% | +610.9% |
| 5Y | +1,024.4% | +189.2% | +835.2% | +895.8% |
| All | +2,826.7% | +126.7% | +2,700.0% | +2,222.8% |
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