+176.2%
EFSI vs VT
+222.7%
-46.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +1.5% | +2.9% | -1.4% | +1.0% |
| 30D | +1.3% | -2.5% | +3.8% | +1.7% |
| 3M | +8.7% | -3.3% | +12.1% | +9.3% |
| 6M | +25.8% | +1.5% | +24.3% | +25.3% |
| YTD | +19.2% | +11.4% | +7.8% | +16.9% |
| 1Y | +31.3% | +11.9% | +19.4% | +28.7% |
| 3Y | +68.6% | +73.9% | -5.2% | +56.2% |
| 5Y | +56.0% | +57.9% | -1.9% | +46.1% |
| All | +176.2% | +222.7% | -46.5% | +146.1% |
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