+17.7%
EFC price history and return analytics
+57.5%
-39.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -1.6% | -3.1% | +1.5% | +0.9% |
| 3M | -13.1% | -3.5% | -9.6% | -10.5% |
| 6M | -11.5% | +0.5% | -12.0% | -12.2% |
| YTD | -7.5% | +10.8% | -18.3% | -15.9% |
| 1Y | -3.6% | +11.9% | -15.5% | -13.2% |
| 3Y | +29.9% | +73.0% | -43.1% | -22.9% |
| 5Y | +17.7% | +58.6% | -40.9% | -28.4% |
| All | +17.7% | +57.5% | -39.8% | -28.4% |
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