+339.1%
EGO price history and return analytics
+72.7%
+266.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -3.0% |
| 7D | -2.3% | -2.0% | -0.3% | 0.0% |
| 30D | +9.6% | -1.4% | +11.1% | +11.7% |
| 3M | +53.4% | +4.7% | +48.7% | +46.4% |
| 6M | +1.1% | +11.4% | -10.2% | -8.4% |
| YTD | +19.8% | +13.1% | +6.7% | +7.5% |
| 1Y | +60.5% | +19.0% | +41.5% | +38.3% |
| All | +339.1% | +72.7% | +266.4% | +173.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling