+48.1%
EGGQ vs VT
+40.9%
+7.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.8% | +4.8% |
| 7D | +3.9% | +0.4% | +3.5% | +3.1% |
| 30D | +0.2% | +1.0% | -0.8% | -1.3% |
| 3M | -12.3% | +2.4% | -14.6% | -14.6% |
| 6M | +27.0% | +12.0% | +15.0% | +8.3% |
| YTD | +19.2% | +15.3% | +3.8% | -2.5% |
| 1Y | +25.4% | +22.6% | +2.8% | -5.6% |
| All | +48.1% | +40.9% | +7.2% | -7.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling