+84.5%
VTR vs EQH
+102.2%
-17.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.8% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | +1.1% | +2.8% | -1.7% | +0.4% |
| 3M | +7.9% | +23.1% | -15.2% | +2.5% |
| 6M | +6.2% | +41.4% | -35.2% | -2.9% |
| YTD | +17.7% | +14.3% | +3.5% | +13.1% |
| 1Y | +32.9% | +1.6% | +31.3% | +31.4% |
| 3Y | +129.7% | +102.7% | +27.0% | +71.4% |
| All | +84.5% | +102.2% | -17.7% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling