-97.0%
EEIQ vs VT
+75.6%
-172.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -5.5% |
| 7D | -5.3% | -2.3% | -3.0% | -3.3% |
| 30D | -23.5% | -5.0% | -18.6% | -19.4% |
| 3M | +66.7% | -4.9% | +71.5% | +75.1% |
| 6M | +29.6% | -1.5% | +31.1% | +30.6% |
| YTD | +10.3% | +8.5% | +1.8% | -1.4% |
| 1Y | -30.0% | +11.4% | -41.3% | -39.6% |
| 3Y | -73.9% | +70.1% | -144.0% | -88.7% |
| 5Y | -94.0% | +53.7% | -147.7% | -96.0% |
| All | -97.0% | +75.6% | -172.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling