+19.0%
VT vs EQX
+21.9%
-2.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -0.3% |
| 7D | -2.0% | -7.0% | +5.0% | -1.3% |
| 30D | -1.4% | +4.8% | -6.3% | -2.0% |
| 3M | +4.7% | +25.6% | -20.9% | +1.7% |
| 6M | +11.4% | -25.8% | +37.2% | +12.6% |
| YTD | +13.1% | -12.7% | +25.8% | +13.2% |
| 1Y | +19.0% | +14.1% | +5.0% | +17.3% |
| All | +19.0% | +21.9% | -2.9% | +17.3% |
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