+59.9%
VT vs EQX
+31.6%
+28.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.8% | +5.0% | +1.5% |
| 7D | -0.7% | -4.3% | +3.6% | -0.3% |
| 30D | -1.7% | -3.6% | +1.8% | -1.6% |
| 3M | -2.3% | -7.2% | +4.9% | -2.0% |
| 6M | +1.5% | -27.1% | +28.6% | +3.8% |
| YTD | +12.0% | -22.8% | +34.8% | +13.1% |
| 1Y | +12.9% | -12.5% | +25.4% | +12.4% |
| 3Y | +74.9% | +137.8% | -62.9% | +53.6% |
| 5Y | +59.9% | +28.6% | +31.3% | +45.0% |
| All | +59.9% | +31.6% | +28.3% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling