-57.9%
EGG price history and return analytics
+29.5%
-87.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | 0.0% |
| 7D | -2.5% | -2.0% | -0.5% | -0.9% |
| 30D | -18.2% | -1.4% | -16.7% | -17.3% |
| 3M | -59.6% | +4.7% | -64.3% | -61.5% |
| 6M | -45.1% | +11.4% | -56.5% | -44.2% |
| YTD | -47.6% | +13.1% | -60.7% | -48.9% |
| 1Y | -51.2% | +19.0% | -70.3% | -58.4% |
| All | -57.9% | +29.5% | -87.4% | -80.0% |
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 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