-58.6%
EQ price history and return analytics
+63.7%
-122.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.8% |
| 7D | +9.0% | -2.0% | +11.0% | +10.8% |
| 30D | +8.5% | -1.4% | +9.9% | +9.8% |
| 3M | -9.4% | +4.7% | -14.1% | -13.0% |
| 6M | +22.8% | +11.4% | +11.5% | +12.6% |
| YTD | +56.1% | +13.1% | +43.1% | +41.1% |
| 1Y | +31.5% | +19.0% | +12.5% | +14.6% |
| 3Y | +195.1% | +73.9% | +121.2% | +94.3% |
| 5Y | -58.6% | +65.4% | -124.0% | -71.0% |
| All | -58.6% | +63.7% | -122.2% | -71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling