+25.9%
EGGY vs VT
+21.4%
+4.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +5.1% |
| 7D | +9.8% | +1.0% | +8.8% | +7.6% |
| 30D | +6.6% | -0.2% | +6.9% | +7.2% |
| 3M | -2.5% | +4.5% | -7.0% | -8.9% |
| 6M | +34.6% | +14.1% | +20.5% | +12.2% |
| YTD | +26.5% | +14.8% | +11.8% | +4.0% |
| 1Y | +25.9% | +21.2% | +4.7% | -4.2% |
| All | +25.9% | +21.4% | +4.5% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling