+361.1%
ECF price history and return analytics
+346.0%
+15.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.0% | -2.3% | -0.7% | -1.4% |
| 30D | -5.6% | -5.0% | -0.7% | -2.3% |
| 3M | -7.0% | -4.9% | -2.1% | -3.8% |
| 6M | -10.0% | -1.5% | -8.4% | -8.9% |
| YTD | +2.7% | +8.5% | -5.8% | -2.6% |
| 1Y | +2.5% | +11.4% | -8.8% | -4.4% |
| 3Y | +84.9% | +70.1% | +14.8% | +29.3% |
| 5Y | +19.1% | +53.7% | -34.6% | -11.3% |
| 10Y | +197.3% | +220.0% | -22.6% | +42.7% |
| All | +361.1% | +346.0% | +15.1% | +80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling