+52.0%
EFAD price history and return analytics
+224.0%
-172.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -0.2% | +2.9% | -3.1% | -2.5% |
| 30D | +5.7% | -2.5% | +8.2% | +7.7% |
| 3M | +3.7% | -3.3% | +7.0% | +6.3% |
| 6M | +10.4% | +1.5% | +8.8% | +8.7% |
| YTD | +12.4% | +11.4% | +1.0% | +2.9% |
| 1Y | +11.7% | +11.9% | -0.2% | +1.8% |
| 3Y | +43.8% | +73.9% | -30.1% | -8.7% |
| 5Y | +9.5% | +57.9% | -48.3% | -25.3% |
| 10Y | +81.5% | +222.6% | -141.1% | -32.9% |
| All | +52.0% | +224.0% | -172.0% | -44.5% |
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 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