+271.2%
EGP price history and return analytics
+229.8%
+41.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.2% |
| 7D | -0.3% | -1.1% | +0.9% | +0.8% |
| 30D | -2.6% | -1.0% | -1.6% | -1.7% |
| 3M | -1.5% | +3.2% | -4.7% | -4.8% |
| 6M | +6.0% | +12.5% | -6.5% | -6.6% |
| YTD | +13.0% | +14.1% | -1.1% | -2.1% |
| 1Y | +22.2% | +18.9% | +3.3% | +1.3% |
| 3Y | +22.1% | +74.1% | -52.0% | -32.4% |
| 5Y | +32.1% | +66.9% | -34.7% | -23.8% |
| All | +271.2% | +229.8% | +41.4% | +5.5% |
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