+13.8%
VRT vs EQX
+7.1%
+6.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +12.8% | -25.7% | -15.9% |
| 7D | -15.4% | +7.6% | -23.0% | -17.2% |
| 30D | -19.0% | +0.4% | -19.4% | -19.2% |
| 3M | -23.8% | +18.0% | -41.8% | -28.1% |
| 6M | -37.9% | -18.4% | -19.5% | -35.5% |
| YTD | +27.0% | -19.3% | +46.3% | +32.0% |
| 1Y | +13.8% | +9.2% | +4.6% | +6.4% |
| All | +13.8% | +7.1% | +6.7% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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