-97.6%
EEIQ price history and return analytics
+85.7%
-183.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.5% |
| 7D | +3.3% | +1.0% | +2.3% | +2.2% |
| 30D | +32.3% | -0.2% | +32.6% | +32.3% |
| 3M | -13.0% | +4.5% | -17.5% | -17.2% |
| 6M | +34.3% | +14.1% | +20.3% | +13.1% |
| YTD | -12.6% | +14.8% | -27.4% | -26.4% |
| 1Y | -60.8% | +21.2% | -82.0% | -69.3% |
| 3Y | -84.7% | +76.6% | -161.3% | -93.5% |
| 5Y | -95.6% | +66.6% | -162.1% | -97.6% |
| All | -97.6% | +85.7% | -183.3% | -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