+37.9%
EFAV price history and return analytics
+65.7%
-27.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -0.8% | -1.1% | +0.3% | -0.2% |
| 30D | +0.7% | -1.0% | +1.7% | +1.2% |
| 3M | +5.2% | +3.2% | +2.1% | +3.3% |
| 6M | +5.6% | +12.5% | -6.9% | -1.3% |
| YTD | +11.0% | +14.1% | -3.0% | +2.9% |
| 1Y | +12.4% | +18.9% | -6.5% | +1.7% |
| 3Y | +53.8% | +74.1% | -20.3% | +10.2% |
| All | +37.9% | +65.7% | -27.8% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling