+13.5%
VT vs EQX
-5.1%
+18.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -1.6% | -4.1% | +2.5% | -1.1% |
| 30D | -2.5% | -10.0% | +7.5% | -1.4% |
| 3M | -1.3% | +9.2% | -10.5% | -2.8% |
| 6M | +3.1% | -28.2% | +31.3% | +5.8% |
| YTD | +10.9% | -28.5% | +39.4% | +13.5% |
| All | +13.5% | -5.1% | +18.6% | +12.0% |
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