-95.9%
EEIQ price history and return analytics
+65.7%
-161.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.9% | +9.6% | +9.8% |
| 7D | +20.7% | -1.1% | +21.8% | +21.8% |
| 30D | +45.4% | -1.0% | +46.4% | +46.3% |
| 3M | +3.4% | +3.2% | +0.3% | +0.8% |
| 6M | +26.1% | +12.5% | +13.7% | +12.6% |
| YTD | +2.4% | +14.1% | -11.7% | -9.2% |
| 1Y | -57.6% | +18.9% | -76.5% | -63.9% |
| 3Y | -82.0% | +74.1% | -156.1% | -90.3% |
| All | -95.9% | +65.7% | -161.6% | -97.5% |
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