-97.7%
EEIQ vs VT
+86.7%
-184.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +10.3% | +0.4% | +9.8% | +9.7% |
| 30D | +23.5% | +1.0% | +22.5% | +21.8% |
| 3M | -17.8% | +2.4% | -20.2% | -20.0% |
| 6M | +30.4% | +12.0% | +18.4% | +13.0% |
| YTD | -15.2% | +15.3% | -30.5% | -28.9% |
| 1Y | -65.4% | +22.6% | -88.0% | -73.3% |
| 3Y | -82.5% | +74.7% | -157.1% | -92.4% |
| 5Y | -95.1% | +66.1% | -161.3% | -97.2% |
| All | -97.7% | +86.7% | -184.3% | -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 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