-97.6%
EEIQ vs VOO
+111.0%
-208.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.5% |
| 7D | +3.3% | +0.5% | +2.8% | +2.8% |
| 30D | +32.3% | -0.9% | +33.3% | +33.3% |
| 3M | -13.0% | +3.9% | -16.8% | -16.2% |
| 6M | +34.3% | +14.5% | +19.8% | +16.0% |
| YTD | -12.6% | +13.0% | -25.6% | -22.6% |
| 1Y | -60.8% | +19.4% | -80.3% | -67.3% |
| 3Y | -84.7% | +78.9% | -163.6% | -92.9% |
| 5Y | -95.6% | +82.3% | -177.8% | -98.2% |
| All | -97.6% | +111.0% | -208.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling