+518.8%
EGAN price history and return analytics
+368.9%
+149.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.7% |
| 7D | -9.9% | -1.1% | -8.8% | -9.2% |
| 30D | -27.8% | -1.0% | -26.9% | -27.3% |
| 3M | -29.8% | +3.2% | -32.9% | -31.3% |
| 6M | -44.0% | +12.5% | -56.5% | -48.5% |
| YTD | -48.9% | +14.1% | -62.9% | -53.3% |
| 1Y | -35.0% | +18.9% | -53.9% | -41.9% |
| 3Y | -15.7% | +74.1% | -89.8% | -41.1% |
| 5Y | -53.7% | +66.9% | -120.6% | -66.6% |
| 10Y | +80.1% | +228.3% | -148.2% | -4.9% |
| All | +518.8% | +368.9% | +149.9% | +210.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling