+238.8%
EQX price history and return analytics
+188.8%
+50.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.9% |
| 7D | -3.2% | -1.1% | -2.1% | -2.3% |
| 30D | +7.8% | -1.0% | +8.7% | +8.8% |
| 3M | +21.3% | +3.2% | +18.2% | +18.9% |
| 6M | -22.4% | +12.5% | -34.9% | -28.1% |
| YTD | -11.3% | +14.1% | -25.4% | -18.5% |
| 1Y | +13.5% | +18.9% | -5.4% | +1.4% |
| 3Y | +162.1% | +74.1% | +88.1% | +80.4% |
| 5Y | +84.2% | +66.9% | +17.3% | +26.0% |
| All | +238.8% | +188.8% | +50.1% | +219.6% |
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