+7.1%
VG vs EFX
-28.0%
+35.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.4% | +6.0% | -1.6% |
| 7D | +1.7% | -8.6% | +10.3% | +0.1% |
| 30D | +16.0% | +0.1% | +15.9% | +16.2% |
| 3M | +9.7% | +3.8% | +5.9% | +10.9% |
| 6M | +29.6% | -13.5% | +43.1% | +32.5% |
| YTD | +112.0% | -17.7% | +129.7% | +119.2% |
| All | +7.1% | -28.0% | +35.1% | +18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling