-9.6%
EGY price history and return analytics
+371.8%
-381.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.0% |
| 7D | +1.5% | +1.0% | +0.5% | +0.1% |
| 30D | +10.7% | -0.2% | +10.9% | +10.9% |
| 3M | +11.1% | +4.5% | +6.6% | +3.5% |
| 6M | +14.0% | +14.1% | -0.1% | -8.1% |
| YTD | +72.8% | +14.8% | +58.0% | +38.1% |
| 1Y | +68.5% | +21.2% | +47.3% | +24.5% |
| 3Y | +66.9% | +76.6% | -9.7% | -27.4% |
| 5Y | +209.2% | +66.6% | +142.6% | +47.1% |
| 10Y | +644.6% | +222.3% | +422.3% | +42.5% |
| All | -9.6% | +371.8% | -381.5% | -89.9% |
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