+1.5%
VT vs EQX
-28.6%
+30.1%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.6% | -0.1% |
| 7D | +2.9% | -8.3% | +11.2% | +4.0% |
| 30D | -2.5% | -4.7% | +2.2% | -2.1% |
| 3M | -3.3% | -10.1% | +6.8% | -2.5% |
| 6M | +1.5% | -29.9% | +31.4% | +5.6% |
| All | +1.5% | -28.6% | +30.1% | +5.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling