+22.7%
VZ vs EQH
+2.6%
+20.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.5% |
| 7D | -1.2% | -1.8% | +0.5% | -1.2% |
| 30D | +5.7% | +2.4% | +3.3% | +5.8% |
| 3M | +8.2% | +26.3% | -18.1% | +9.0% |
| 6M | +1.7% | +35.8% | -34.1% | +3.1% |
| YTD | +28.9% | +12.7% | +16.2% | +29.3% |
| 1Y | +22.7% | +2.5% | +20.3% | +23.3% |
| All | +22.7% | +2.6% | +20.1% | +23.3% |
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