+4.7%
EFX vs VT
+74.1%
-69.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -3.1% |
| 7D | -2.2% | +0.4% | -2.5% | -2.8% |
| 30D | +29.2% | -2.6% | +31.8% | +32.0% |
| 3M | +3.5% | -3.2% | +6.7% | +6.3% |
| 6M | +7.8% | +0.9% | +6.8% | +5.3% |
| YTD | -12.4% | +11.3% | -23.7% | -23.8% |
| 1Y | -8.2% | +14.0% | -22.2% | -22.6% |
| 3Y | +4.7% | +75.8% | -71.1% | -54.7% |
| All | +4.7% | +74.1% | -69.4% | -54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling