-30.0%
EEIQ vs VT
+10.5%
-40.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -5.0% |
| 7D | -5.3% | -2.3% | -3.0% | -7.3% |
| 30D | -23.5% | -5.0% | -18.6% | -27.3% |
| 3M | +66.7% | -4.9% | +71.5% | +58.2% |
| 6M | +29.6% | -1.5% | +31.1% | +28.6% |
| YTD | +10.3% | +8.5% | +1.8% | +51.1% |
| 1Y | -30.0% | +11.4% | -41.3% | -7.7% |
| All | -30.0% | +10.5% | -40.5% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling