+47.9%
EIG price history and return analytics
+63.7%
-15.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.6% |
| 7D | -1.4% | -2.0% | +0.6% | -0.7% |
| 30D | +2.1% | -1.4% | +3.5% | +2.6% |
| 3M | +6.2% | +4.7% | +1.5% | +4.2% |
| 6M | +25.5% | +11.4% | +14.1% | +19.6% |
| YTD | +16.5% | +13.1% | +3.5% | +10.2% |
| 1Y | +21.5% | +19.0% | +2.5% | +12.1% |
| 3Y | +37.2% | +73.9% | -36.8% | +6.8% |
| 5Y | +47.9% | +65.4% | -17.5% | +17.2% |
| All | +47.9% | +63.7% | -15.7% | +17.2% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling