+170.3%
VRTX vs EQH
+102.2%
+68.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | -5.6% | +0.7% | -6.3% | -5.7% |
| 30D | -2.0% | +2.8% | -4.8% | -2.5% |
| 3M | +15.8% | +23.1% | -7.3% | +11.9% |
| 6M | +4.7% | +41.4% | -36.7% | -1.3% |
| YTD | +13.7% | +14.3% | -0.6% | +10.6% |
| 1Y | +29.7% | +1.6% | +28.1% | +28.3% |
| 3Y | +48.4% | +102.7% | -54.3% | +27.7% |
| All | +170.3% | +102.2% | +68.0% | +131.7% |
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