-12.9%
EGG vs VT
+27.2%
-40.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.3% | -8.4% | -8.5% |
| 7D | +10.8% | +2.4% | +8.5% | +9.0% |
| 30D | +23.7% | -1.5% | +25.2% | +24.8% |
| 3M | +83.5% | -4.1% | +87.7% | +88.6% |
| 6M | -12.2% | +0.6% | -12.7% | -8.9% |
| YTD | +8.4% | +11.0% | -2.7% | +6.5% |
| 1Y | +45.2% | +13.3% | +31.8% | +35.8% |
| All | -12.9% | +27.2% | -40.1% | -58.2% |
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