-82.0%
EEIQ vs VOO
+77.4%
-159.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.8% | +9.7% | +10.4% |
| 7D | +20.7% | -0.8% | +21.4% | +20.8% |
| 30D | +45.4% | -1.1% | +46.5% | +45.6% |
| 3M | +3.4% | +3.9% | -0.5% | +2.9% |
| 6M | +26.1% | +13.6% | +12.5% | +25.7% |
| YTD | +2.4% | +12.7% | -10.3% | +3.4% |
| 1Y | -57.6% | +17.6% | -75.1% | -57.9% |
| 3Y | -82.0% | +77.3% | -159.4% | -82.8% |
| All | -82.0% | +77.4% | -159.5% | -82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling