+112.0%
VSH vs EQX
+42.9%
+69.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.4% | +6.8% | +4.8% |
| 7D | +4.1% | -1.4% | +5.4% | +4.2% |
| 30D | -4.2% | +24.4% | -28.5% | -7.9% |
| 3M | -50.0% | +11.6% | -61.6% | -51.7% |
| 6M | +80.2% | -25.0% | +105.2% | +77.5% |
| YTD | +121.1% | -8.4% | +129.5% | +113.8% |
| 1Y | +112.0% | +43.4% | +68.6% | +99.5% |
| All | +112.0% | +42.9% | +69.1% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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