+681.6%
EGY price history and return analytics
+229.8%
+451.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.2% |
| 7D | +5.3% | -1.1% | +6.4% | +6.7% |
| 30D | +11.7% | -1.0% | +12.6% | +12.8% |
| 3M | +17.2% | +3.2% | +14.0% | +12.2% |
| 6M | +15.9% | +12.5% | +3.4% | -2.5% |
| YTD | +79.6% | +14.1% | +65.5% | +48.3% |
| 1Y | +66.4% | +18.9% | +47.5% | +30.0% |
| 3Y | +76.4% | +74.1% | +2.3% | -15.8% |
| 5Y | +221.4% | +66.9% | +154.6% | +63.7% |
| All | +681.6% | +229.8% | +451.8% | +129.6% |
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 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