+15.6%
VWO vs EQH
+3.9%
+11.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.5% |
| 7D | -1.8% | +0.7% | -2.5% | -1.9% |
| 30D | -0.1% | +2.8% | -2.9% | -0.6% |
| 3M | +2.2% | +23.1% | -20.8% | -1.3% |
| 6M | +8.8% | +41.4% | -32.6% | +2.3% |
| YTD | +12.4% | +14.3% | -1.9% | +7.4% |
| 1Y | +15.6% | +1.6% | +14.0% | +10.1% |
| All | +15.6% | +3.9% | +11.7% | +10.1% |
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