+195.6%
EQT price history and return analytics
+64.2%
+131.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.4% |
| 7D | -1.2% | -2.0% | +0.8% | +0.6% |
| 30D | +1.1% | -1.4% | +2.5% | +2.3% |
| 3M | +4.8% | +4.7% | +0.1% | -0.1% |
| 6M | -10.6% | +11.4% | -21.9% | -20.2% |
| YTD | +3.4% | +13.1% | -9.6% | -9.4% |
| 1Y | +8.7% | +19.0% | -10.4% | -9.7% |
| 3Y | +35.0% | +73.9% | -39.0% | -25.2% |
| All | +195.6% | +64.2% | +131.3% | +73.5% |
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