-97.0%
EEIQ vs VT
+81.3%
-178.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.2% |
| 7D | -3.8% | -0.7% | -3.1% | -3.4% |
| 30D | -21.3% | -1.7% | -19.5% | -20.0% |
| 3M | +49.2% | -2.3% | +51.5% | +52.3% |
| 6M | +11.3% | +1.5% | +9.8% | +8.6% |
| YTD | +8.9% | +12.0% | -3.2% | -6.1% |
| 1Y | -34.1% | +12.9% | -46.9% | -43.7% |
| 3Y | -72.2% | +74.9% | -147.1% | -88.2% |
| 5Y | -94.1% | +59.9% | -154.0% | -96.4% |
| All | -97.0% | +81.3% | -178.3% | -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