-97.2%
EEIQ vs VOO
+110.5%
-207.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.8% | +9.7% | +9.7% |
| 7D | +20.7% | -0.8% | +21.4% | +21.6% |
| 30D | +45.4% | -1.1% | +46.5% | +46.7% |
| 3M | +3.4% | +3.9% | -0.5% | -0.4% |
| 6M | +26.1% | +13.6% | +12.5% | +9.8% |
| YTD | +2.4% | +12.7% | -10.3% | -9.1% |
| 1Y | -57.6% | +17.6% | -75.1% | -64.0% |
| 3Y | -82.0% | +77.3% | -159.4% | -91.6% |
| 5Y | -96.4% | +84.1% | -180.5% | -98.6% |
| All | -97.2% | +110.5% | -207.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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