+789.6%
EGP price history and return analytics
+356.5%
+433.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +2.0% | +2.4% | -0.4% | -0.3% |
| 30D | +2.1% | -1.5% | +3.6% | +3.4% |
| 3M | -2.8% | -4.1% | +1.3% | +1.0% |
| 6M | -1.3% | +0.6% | -1.9% | -2.6% |
| YTD | +13.7% | +11.0% | +2.7% | +1.4% |
| 1Y | +15.2% | +13.3% | +1.8% | +0.5% |
| 3Y | +31.8% | +73.4% | -41.6% | -25.0% |
| 5Y | +14.0% | +57.4% | -43.4% | -28.6% |
| 10Y | +305.5% | +221.7% | +83.8% | +27.2% |
| All | +789.6% | +356.5% | +433.1% | +86.8% |
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