+220.5%
EQH price history and return analytics
+150.9%
+69.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +2.3% |
| 7D | -1.8% | -2.0% | +0.2% | +1.3% |
| 30D | +2.4% | -1.4% | +3.9% | +4.7% |
| 3M | +26.3% | +4.7% | +21.6% | +17.4% |
| 6M | +35.8% | +11.4% | +24.5% | +14.4% |
| YTD | +12.7% | +13.1% | -0.4% | -7.1% |
| 1Y | +2.5% | +19.0% | -16.6% | -22.2% |
| 3Y | +98.6% | +73.9% | +24.7% | -15.2% |
| 5Y | +101.7% | +65.4% | +36.3% | -5.1% |
| All | +220.5% | +150.9% | +69.6% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling