+228.1%
EQL price history and return analytics
+215.5%
+12.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -1.5% | -2.3% | +0.9% | +0.6% |
| 30D | +0.4% | -5.0% | +5.3% | +4.9% |
| 3M | -0.9% | -4.9% | +4.0% | +3.5% |
| 6M | +1.9% | -1.5% | +3.5% | +2.9% |
| YTD | +11.2% | +8.5% | +2.7% | +2.4% |
| 1Y | +14.2% | +11.4% | +2.9% | +2.6% |
| 3Y | +59.5% | +70.1% | -10.5% | -3.9% |
| 5Y | +55.8% | +53.7% | +2.1% | +2.8% |
| All | +228.1% | +215.5% | +12.5% | +14.4% |
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