+74.4%
VSH vs EQH
+230.1%
-155.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.2% | -1.8% |
| 7D | +2.8% | -1.8% | +4.5% | +3.8% |
| 30D | -6.0% | +2.4% | -8.4% | -7.5% |
| 3M | -42.6% | +26.3% | -69.0% | -50.9% |
| 6M | +82.1% | +35.8% | +46.3% | +47.9% |
| YTD | +117.5% | +12.7% | +104.9% | +96.3% |
| 1Y | +109.0% | +2.5% | +106.6% | +99.5% |
| 3Y | +34.9% | +98.6% | -63.8% | -12.4% |
| 5Y | +65.1% | +101.7% | -36.6% | +2.3% |
| All | +74.4% | +230.1% | -155.7% | -20.9% |
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