+55.9%
EGY vs VT
+13.3%
+42.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -12.2% | -1.6% | -10.6% | -12.8% |
| 30D | -2.1% | -2.5% | +0.4% | -3.1% |
| 3M | +7.6% | -1.3% | +8.9% | +7.1% |
| 6M | -11.6% | +3.1% | -14.7% | -9.0% |
| YTD | +59.4% | +10.9% | +48.5% | +71.1% |
| All | +55.9% | +13.3% | +42.6% | +66.1% |
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