+229.9%
VTI vs EQX
+232.0%
-2.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -0.9% | -3.2% | +2.3% | -0.7% |
| 30D | -1.4% | +7.8% | -9.2% | -2.1% |
| 3M | +3.6% | +21.3% | -17.7% | +1.8% |
| 6M | +13.6% | -22.4% | +36.0% | +15.0% |
| YTD | +12.9% | -11.3% | +24.2% | +12.7% |
| 1Y | +17.2% | +13.5% | +3.7% | +14.5% |
| 3Y | +75.7% | +162.1% | -86.5% | +57.6% |
| 5Y | +75.4% | +84.2% | -8.8% | +56.2% |
| All | +229.9% | +232.0% | -2.1% | +234.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling