+977.6%
VRT vs EQX
+83.7%
+893.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.4% |
| 7D | -8.4% | -3.2% | -5.2% | -7.9% |
| 30D | -10.9% | +7.8% | -18.6% | -12.1% |
| 3M | -13.7% | +21.3% | -35.0% | -16.7% |
| 6M | -4.1% | -22.4% | +18.3% | -1.7% |
| YTD | +58.7% | -11.3% | +70.1% | +59.4% |
| 1Y | +89.6% | +13.5% | +76.1% | +84.4% |
| 3Y | +558.1% | +162.1% | +396.0% | +463.0% |
| All | +977.6% | +83.7% | +893.9% | +810.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling