+86.2%
EQTY price history and return analytics
+89.7%
-3.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | +2.6% | +2.9% | -0.3% | 0.0% |
| 30D | +2.3% | -2.5% | +4.8% | +4.6% |
| 3M | +1.2% | -3.3% | +4.5% | +4.3% |
| 6M | +10.7% | +1.5% | +9.2% | +8.7% |
| YTD | +12.0% | +11.4% | +0.6% | +0.3% |
| 1Y | +15.4% | +11.9% | +3.4% | +2.8% |
| 3Y | +67.4% | +73.9% | -6.5% | -5.8% |
| All | +86.2% | +89.7% | -3.4% | -5.0% |
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