+16.0%
EAGG vs VT
+155.1%
-139.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | 0.0% | -2.3% | +2.3% | +0.1% |
| 30D | +2.3% | -5.0% | +7.3% | +2.5% |
| 3M | -0.3% | -4.9% | +4.6% | -0.1% |
| 6M | -1.0% | -1.5% | +0.5% | -1.0% |
| YTD | -0.5% | +8.5% | -9.0% | -0.8% |
| 1Y | -0.2% | +11.4% | -11.6% | -0.6% |
| 3Y | +14.9% | +70.1% | -55.2% | +13.0% |
| 5Y | -1.9% | +53.7% | -55.6% | -4.0% |
| All | +16.0% | +155.1% | -139.1% | +14.7% |
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