+203.9%
EGY vs VT
+66.2%
+137.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +4.0% | +0.4% | +3.5% | +3.5% |
| 30D | +17.7% | +1.0% | +16.8% | +16.6% |
| 3M | +8.1% | +2.4% | +5.7% | +5.1% |
| 6M | +17.0% | +12.0% | +5.0% | +1.5% |
| YTD | +70.5% | +15.3% | +55.2% | +42.9% |
| 1Y | +60.4% | +22.6% | +37.8% | +24.6% |
| 3Y | +61.0% | +74.7% | -13.7% | -18.7% |
| All | +203.9% | +66.2% | +137.8% | +71.3% |
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