+13.5%
VT vs EQH
+16.8%
-3.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | -1.6% | +1.2% | -2.8% | -1.8% |
| 30D | -2.5% | +4.9% | -7.4% | -3.4% |
| 3M | -1.3% | +15.1% | -16.4% | -4.0% |
| 6M | +3.1% | +32.8% | -29.7% | -2.7% |
| YTD | +10.9% | +18.3% | -7.4% | +5.4% |
| All | +13.5% | +16.8% | -3.3% | +8.0% |
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