+245.1%
VRTX vs EQH
+226.9%
+18.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -6.4% | +1.1% | -7.5% | -6.6% |
| 30D | -0.5% | -1.1% | +0.6% | -0.4% |
| 3M | +16.9% | +25.0% | -8.1% | +11.8% |
| 6M | +13.1% | +33.9% | -20.8% | +6.3% |
| YTD | +14.9% | +11.6% | +3.4% | +11.7% |
| 1Y | +31.4% | +1.5% | +29.9% | +29.8% |
| 3Y | +51.9% | +96.7% | -44.8% | +28.3% |
| 5Y | +177.1% | +93.9% | +83.2% | +129.9% |
| All | +245.1% | +226.9% | +18.2% | +125.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling