+182.8%
VXUS vs EQT
+146.7%
+36.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.6% | -0.8% | +2.4% | +1.7% |
| 30D | +1.0% | +6.6% | -5.6% | +0.1% |
| 3M | +5.7% | +4.4% | +1.3% | +4.9% |
| 6M | +13.6% | -10.5% | +24.1% | +15.0% |
| YTD | +17.4% | +3.7% | +13.7% | +16.2% |
| 1Y | +25.1% | +9.9% | +15.2% | +22.6% |
| 3Y | +75.8% | +35.4% | +40.5% | +64.7% |
| 5Y | +55.4% | +189.2% | -133.8% | +26.6% |
| 10Y | +146.4% | +50.7% | +95.7% | +115.2% |
| All | +182.8% | +146.7% | +36.1% | +85.9% |
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