+75.0%
VTI vs EQNR
+183.4%
-108.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -0.9% | +6.4% | -7.3% | -1.4% |
| 30D | -1.4% | +10.4% | -11.8% | -2.3% |
| 3M | +3.6% | +23.1% | -19.5% | +1.5% |
| 6M | +13.6% | +36.3% | -22.7% | +9.2% |
| YTD | +12.9% | +96.0% | -83.1% | +3.1% |
| 1Y | +17.2% | +94.2% | -77.0% | +7.0% |
| 3Y | +75.7% | +75.3% | +0.4% | +60.8% |
| All | +75.0% | +183.4% | -108.3% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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