+48.4%
EGGQ vs VT
+38.1%
+10.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -3.0% | -2.4% |
| 7D | +5.0% | -2.0% | +7.0% | +8.6% |
| 30D | +4.4% | -1.4% | +5.8% | +7.1% |
| 3M | -3.1% | +4.7% | -7.8% | -8.8% |
| 6M | +28.1% | +11.4% | +16.8% | +10.6% |
| YTD | +19.4% | +13.1% | +6.4% | +1.1% |
| 1Y | +16.7% | +19.0% | -2.3% | -7.9% |
| All | +48.4% | +38.1% | +10.3% | -3.8% |
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