+3,306.4%
V vs EFX
+573.6%
+2,732.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.2% |
| 7D | -0.8% | -2.2% | +1.4% | +0.2% |
| 30D | +9.5% | +29.2% | -19.7% | -3.1% |
| 3M | +16.7% | +3.5% | +13.2% | +13.7% |
| 6M | +32.9% | +7.8% | +25.2% | +25.7% |
| YTD | +21.1% | -12.4% | +33.5% | +24.2% |
| 1Y | +26.6% | -8.2% | +34.9% | +26.9% |
| 3Y | +78.4% | +4.7% | +73.7% | +57.3% |
| 5Y | +105.5% | -32.0% | +137.5% | +117.9% |
| 10Y | +444.2% | +69.1% | +375.2% | +211.0% |
| All | +3,306.4% | +573.6% | +2,732.8% | +635.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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