-2.1%
EGGY vs VT
+34.3%
-36.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +2.3% |
| 7D | -9.9% | +0.4% | -10.3% | -9.5% |
| 30D | -32.9% | -2.6% | -30.3% | -29.0% |
| 3M | -28.3% | -3.2% | -25.0% | -23.2% |
| 6M | -30.6% | +0.9% | -31.6% | -29.0% |
| YTD | -14.9% | +11.3% | -26.2% | -22.3% |
| 1Y | -17.6% | +14.0% | -31.6% | -26.7% |
| All | -2.1% | +34.3% | -36.3% | -25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling