+21.7%
VTR vs EQH
+12.7%
+8.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.7% | +5.5% | -0.1% |
| 7D | +6.4% | -3.1% | +9.5% | +6.4% |
| 30D | +8.8% | -2.9% | +11.7% | +8.8% |
| 3M | -3.2% | +3.1% | -6.3% | -3.1% |
| 6M | +3.8% | +21.8% | -18.0% | +3.9% |
| YTD | +17.2% | +13.3% | +3.8% | +14.5% |
| 1Y | +21.7% | +20.1% | +1.5% | +19.5% |
| All | +21.7% | +12.7% | +8.9% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling