+6.4%
EGGQ vs VT
+35.3%
-28.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.6% |
| 7D | -12.2% | -0.1% | -12.1% | -11.4% |
| 30D | -31.0% | -3.1% | -28.0% | -26.2% |
| 3M | -24.5% | -3.5% | -21.0% | -18.4% |
| 6M | -29.9% | +0.5% | -30.4% | -28.1% |
| YTD | -14.3% | +10.8% | -25.1% | -23.7% |
| 1Y | -18.4% | +11.9% | -30.3% | -28.3% |
| All | +6.4% | +35.3% | -28.9% | -27.4% |
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 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