+399.0%
EGO vs VT
+66.2%
+332.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -5.3% | +0.4% | -5.7% | -5.7% |
| 30D | +19.7% | +1.0% | +18.7% | +18.7% |
| 3M | +34.7% | +2.4% | +32.3% | +32.2% |
| 6M | +3.7% | +12.0% | -8.3% | -6.3% |
| YTD | +20.4% | +15.3% | +5.1% | +6.2% |
| 1Y | +71.7% | +22.6% | +49.2% | +43.7% |
| 3Y | +352.5% | +74.7% | +277.8% | +169.3% |
| All | +399.0% | +66.2% | +332.8% | +170.7% |
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 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