-21.4%
EGG vs VT
+24.3%
-45.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +4.6% | -2.3% | +6.9% | +6.3% |
| 30D | +9.5% | -5.0% | +14.4% | +13.1% |
| 3M | +48.8% | -4.9% | +53.7% | +53.3% |
| 6M | -21.6% | -1.5% | -20.1% | -17.5% |
| YTD | -2.2% | +8.5% | -10.7% | -2.3% |
| 1Y | +25.9% | +11.4% | +14.5% | +19.1% |
| All | -21.4% | +24.3% | -45.7% | -61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling