-5.5%
EGGS vs VT
+30.6%
-36.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.1% | -5.5% | -4.6% |
| 7D | -17.6% | -4.2% | -13.4% | -12.9% |
| 30D | -27.0% | -5.8% | -21.2% | -21.1% |
| 3M | -25.0% | -5.2% | -19.8% | -19.4% |
| 6M | -23.1% | +0.1% | -23.3% | -21.6% |
| YTD | -15.7% | +8.2% | -24.0% | -20.6% |
| 1Y | -23.0% | +10.1% | -33.2% | -28.6% |
| All | -5.5% | +30.6% | -36.1% | -25.2% |
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 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