+146.9%
EG price history and return analytics
+224.4%
-77.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.5% |
| 7D | +0.6% | -0.7% | +1.3% | +1.0% |
| 30D | +13.7% | -1.7% | +15.5% | +15.0% |
| 3M | +16.5% | -2.3% | +18.8% | +18.1% |
| 6M | +22.2% | +1.5% | +20.7% | +19.3% |
| YTD | +27.1% | +12.0% | +15.0% | +14.2% |
| 1Y | +32.9% | +12.9% | +20.1% | +18.7% |
| 3Y | +16.2% | +74.9% | -58.8% | -28.9% |
| 5Y | +71.0% | +59.9% | +11.1% | +12.2% |
| 10Y | +146.9% | +224.6% | -77.7% | -5.0% |
| All | +146.9% | +224.4% | -77.4% | -5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling