+89.6%
VRT vs EQX
+17.2%
+72.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.2% |
| 7D | -8.4% | -3.2% | -5.2% | -7.6% |
| 30D | -10.9% | +7.8% | -18.6% | -13.1% |
| 3M | -13.7% | +21.3% | -35.0% | -19.5% |
| 6M | -4.1% | -22.4% | +18.3% | +0.2% |
| YTD | +58.7% | -11.3% | +70.1% | +60.4% |
| 1Y | +89.6% | +13.5% | +76.1% | +80.8% |
| All | +89.6% | +17.2% | +72.4% | +80.8% |
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