+216.1%
VSAT vs EQH
+100.2%
+115.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.9% |
| 7D | -1.3% | +0.7% | -2.1% | -1.9% |
| 30D | -14.8% | +2.8% | -17.6% | -16.8% |
| 3M | +2.2% | +23.1% | -20.9% | -13.7% |
| 6M | +60.2% | +41.4% | +18.8% | +20.3% |
| YTD | +115.6% | +14.3% | +101.4% | +91.7% |
| 1Y | +132.9% | +1.6% | +131.3% | +126.7% |
| 3Y | +216.1% | +102.7% | +113.4% | +51.6% |
| All | +216.1% | +100.2% | +115.8% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling