+72.0%
EG price history and return analytics
+57.5%
+14.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.6% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +14.6% | -3.1% | +17.7% | +16.3% |
| 3M | +14.8% | -3.5% | +18.3% | +16.6% |
| 6M | +21.5% | +0.5% | +21.1% | +20.2% |
| YTD | +26.7% | +10.8% | +15.9% | +17.9% |
| 1Y | +30.8% | +11.9% | +18.9% | +20.9% |
| 3Y | +15.8% | +73.0% | -57.2% | -19.1% |
| 5Y | +72.0% | +58.6% | +13.4% | +27.4% |
| All | +72.0% | +57.5% | +14.4% | +27.4% |
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