-96.8%
EEIQ vs VOO
+80.3%
-177.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | +10.6% | -2.0% | +12.6% | +12.2% |
| 30D | +26.9% | -1.7% | +28.6% | +28.3% |
| 3M | -5.1% | +4.7% | -9.8% | -8.2% |
| 6M | +14.5% | +12.6% | +2.0% | +4.4% |
| YTD | -7.4% | +11.8% | -19.1% | -14.3% |
| 1Y | -62.8% | +17.5% | -80.3% | -67.0% |
| 3Y | -83.8% | +77.0% | -160.8% | -90.6% |
| 5Y | -96.8% | +82.6% | -179.3% | -98.3% |
| All | -96.8% | +80.3% | -177.1% | -98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling