-97.0%
EEIQ vs VT
+79.3%
-176.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -6.1% | -0.1% | -6.0% | -6.4% |
| 30D | -21.6% | -3.1% | -18.5% | -19.2% |
| 3M | +55.2% | -3.5% | +58.7% | +60.6% |
| 6M | +8.5% | +0.5% | +8.0% | +7.0% |
| YTD | +8.9% | +10.8% | -1.9% | -4.9% |
| 1Y | -38.3% | +11.9% | -50.2% | -46.9% |
| 3Y | -72.2% | +73.0% | -145.2% | -88.1% |
| 5Y | -94.1% | +58.6% | -152.7% | -96.4% |
| All | -97.0% | +79.3% | -176.3% | -100.0% |
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