+208.6%
EGO vs VT
+74.0%
+134.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -11.2% | +2.4% | -13.6% | -13.7% |
| 30D | -8.3% | -1.5% | -6.8% | -6.7% |
| 3M | -17.7% | -4.1% | -13.6% | -13.1% |
| 6M | -10.8% | +0.6% | -11.3% | -10.2% |
| YTD | -11.6% | +11.0% | -22.6% | -19.0% |
| 1Y | +12.7% | +13.3% | -0.7% | +1.5% |
| 3Y | +208.6% | +73.4% | +135.2% | +67.7% |
| All | +208.6% | +74.0% | +134.6% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling