-84.9%
EQ price history and return analytics
+161.6%
-246.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +0.9% | -13.7% | -13.3% |
| 7D | -4.5% | -1.1% | -3.4% | -4.0% |
| 30D | -3.2% | -1.0% | -2.2% | -2.7% |
| 3M | -24.9% | +3.2% | -28.1% | -26.5% |
| 6M | +6.0% | +12.5% | -6.5% | -1.0% |
| YTD | +36.1% | +14.1% | +22.1% | +25.9% |
| 1Y | +6.0% | +18.9% | -12.9% | -4.0% |
| 3Y | +163.7% | +74.1% | +89.7% | +96.0% |
| 5Y | -63.9% | +66.9% | -130.7% | -72.7% |
| All | -84.9% | +161.6% | -246.5% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling