+950.8%
VTI vs EQT
+713.6%
+237.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.2% |
| 7D | -0.9% | -2.0% | +1.1% | -0.5% |
| 30D | -1.4% | 0.0% | -1.5% | -1.5% |
| 3M | +3.6% | +5.9% | -2.3% | +2.0% |
| 6M | +13.6% | -14.8% | +28.4% | +17.1% |
| YTD | +12.9% | +1.8% | +11.2% | +11.5% |
| 1Y | +17.2% | +7.4% | +9.9% | +13.9% |
| 3Y | +75.7% | +33.6% | +42.1% | +58.2% |
| 5Y | +75.4% | +199.3% | -123.9% | +22.8% |
| 10Y | +303.3% | +50.0% | +253.3% | +196.9% |
| All | +950.8% | +713.6% | +237.2% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 all: compounded portfolio wealth divided by compounded EQT 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…
all analysis · Full analysis span regression · 6 months rolling