-13.3%
EEFT price history and return analytics
+74.4%
-87.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +6.7% | -0.1% | +6.8% | +6.6% |
| 30D | +9.4% | -3.1% | +12.4% | +12.6% |
| 3M | -0.3% | -3.5% | +3.2% | +3.1% |
| 6M | +2.7% | +0.5% | +2.2% | +1.4% |
| YTD | -7.2% | +10.8% | -17.9% | -18.7% |
| 1Y | -1.4% | +11.9% | -13.3% | -14.7% |
| 3Y | -13.3% | +73.0% | -86.3% | -60.5% |
| All | -13.3% | +74.4% | -87.7% | -60.5% |
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