-10.4%
EEFT price history and return analytics
+226.9%
-237.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.3% |
| 7D | -3.5% | -2.0% | -1.5% | -1.0% |
| 30D | +0.4% | -1.4% | +1.8% | +2.2% |
| 3M | +10.5% | +4.7% | +5.8% | +3.6% |
| 6M | -1.8% | +11.4% | -13.1% | -15.2% |
| YTD | -7.1% | +13.1% | -20.1% | -21.4% |
| 1Y | -21.3% | +19.0% | -40.4% | -38.0% |
| 3Y | -14.6% | +73.9% | -88.6% | -58.6% |
| 5Y | -44.9% | +65.4% | -110.3% | -71.2% |
| All | -10.4% | +226.9% | -237.3% | -77.1% |
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