+68.1%
EG vs VT
+53.2%
+14.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +1.2% |
| 7D | +4.3% | -4.2% | +8.5% | +6.5% |
| 30D | +13.9% | -5.8% | +19.7% | +17.3% |
| 3M | +12.5% | -5.2% | +17.8% | +15.4% |
| 6M | +20.8% | +0.1% | +20.7% | +19.5% |
| YTD | +25.3% | +8.2% | +17.1% | +18.0% |
| 1Y | +32.1% | +10.1% | +21.9% | +23.0% |
| 3Y | +14.3% | +69.7% | -55.3% | -19.3% |
| 5Y | +68.1% | +53.4% | +14.7% | +27.8% |
| All | +68.1% | +53.2% | +14.9% | +27.8% |
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