-4.6%
EGG vs VT
+27.6%
-32.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +6.0% |
| 7D | +21.3% | +2.9% | +18.4% | +18.9% |
| 30D | +39.4% | -2.5% | +41.9% | +41.5% |
| 3M | +94.1% | -3.3% | +97.4% | +98.0% |
| 6M | -7.0% | +1.5% | -8.5% | -4.0% |
| YTD | +18.7% | +11.4% | +7.3% | +16.3% |
| 1Y | +38.8% | +11.9% | +26.8% | +36.5% |
| All | -4.6% | +27.6% | -32.2% | -54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling