+49.5%
EQT price history and return analytics
+226.9%
-177.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.4% |
| 7D | -1.2% | -2.0% | +0.8% | +0.7% |
| 30D | +1.1% | -1.4% | +2.5% | +2.4% |
| 3M | +4.8% | +4.7% | +0.1% | -0.2% |
| 6M | -10.6% | +11.4% | -21.9% | -20.3% |
| YTD | +3.4% | +13.1% | -9.6% | -9.4% |
| 1Y | +8.7% | +19.0% | -10.4% | -9.5% |
| 3Y | +35.0% | +73.9% | -39.0% | -22.9% |
| 5Y | +204.2% | +65.4% | +138.9% | +82.6% |
| All | +49.5% | +226.9% | -177.3% | -60.0% |
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