-94.6%
EEIQ vs VT
+57.0%
-151.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.5% | -8.6% |
| 7D | -10.0% | +2.4% | -12.4% | -11.6% |
| 30D | -24.1% | -1.5% | -22.6% | -23.4% |
| 3M | +41.5% | -4.1% | +45.7% | +45.9% |
| 6M | +14.0% | +0.6% | +13.4% | +13.1% |
| YTD | -0.7% | +11.0% | -11.8% | -9.6% |
| 1Y | -36.8% | +13.3% | -50.1% | -43.7% |
| 3Y | -74.7% | +73.4% | -148.1% | -86.0% |
| All | -94.6% | +57.0% | -151.6% | -96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling