+77.0%
EFAD vs VT
+215.5%
-138.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.2% | -2.3% | +2.1% | +1.5% |
| 30D | +6.6% | -5.0% | +11.6% | +10.7% |
| 3M | +2.7% | -4.9% | +7.6% | +6.6% |
| 6M | +7.3% | -1.5% | +8.9% | +8.3% |
| YTD | +11.2% | +8.5% | +2.7% | +4.0% |
| 1Y | +12.8% | +11.4% | +1.4% | +3.4% |
| 3Y | +41.8% | +70.1% | -28.3% | -7.6% |
| 5Y | +7.9% | +53.7% | -45.8% | -24.4% |
| All | +77.0% | +215.5% | -138.6% | -30.7% |
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