+34.7%
EFC price history and return analytics
+74.1%
-39.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.6% |
| 7D | -1.2% | +0.4% | -1.6% | -1.5% |
| 30D | -1.1% | -2.6% | +1.5% | +0.6% |
| 3M | -13.5% | -3.2% | -10.3% | -11.6% |
| 6M | -11.1% | +0.9% | -12.0% | -11.9% |
| YTD | -7.1% | +11.3% | -18.4% | -14.5% |
| 1Y | -3.7% | +14.0% | -17.7% | -13.1% |
| 3Y | +34.7% | +75.8% | -41.2% | -28.1% |
| All | +34.7% | +74.1% | -39.4% | -28.1% |
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 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