+112.0%
VSH vs EQH
+2.5%
+109.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.8% |
| 7D | +4.1% | +5.5% | -1.4% | +2.3% |
| 30D | -4.2% | +3.2% | -7.4% | -5.3% |
| 3M | -50.0% | +32.5% | -82.5% | -56.0% |
| 6M | +80.2% | +33.7% | +46.4% | +56.1% |
| YTD | +121.1% | +13.4% | +107.6% | +108.3% |
| 1Y | +112.0% | +0.6% | +111.4% | +108.0% |
| All | +112.0% | +2.5% | +109.5% | +108.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling