+25.2%
VZ vs EQH
+18.6%
+6.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +2.0% |
| 7D | +6.9% | +2.8% | +4.1% | +6.9% |
| 30D | +2.3% | +3.9% | -1.7% | +2.2% |
| 3M | 0.0% | +16.3% | -16.3% | +0.2% |
| 6M | +0.2% | +37.1% | -36.9% | +1.3% |
| YTD | +20.9% | +20.2% | +0.7% | +21.3% |
| 1Y | +25.2% | +17.9% | +7.3% | +25.8% |
| All | +25.2% | +18.6% | +6.6% | +25.8% |
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 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