+153.2%
EFAS price history and return analytics
+213.0%
-59.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.2% |
| 7D | -2.7% | -0.7% | -2.0% | -2.3% |
| 30D | +4.2% | -1.7% | +5.9% | +5.5% |
| 3M | -1.7% | -2.3% | +0.6% | -0.1% |
| 6M | +3.3% | +1.5% | +1.8% | +1.5% |
| YTD | +19.4% | +12.0% | +7.4% | +8.4% |
| 1Y | +24.6% | +12.9% | +11.8% | +12.4% |
| 3Y | +103.4% | +74.9% | +28.5% | +26.8% |
| 5Y | +95.3% | +59.9% | +35.3% | +30.3% |
| All | +153.2% | +213.0% | -59.8% | +11.0% |
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 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