+251.8%
EFC price history and return analytics
+391.4%
-139.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.4% |
| 7D | -5.7% | -0.7% | -5.0% | -5.3% |
| 30D | -3.6% | -1.7% | -1.8% | -2.4% |
| 3M | -15.2% | -2.3% | -12.9% | -13.9% |
| 6M | -11.9% | +1.5% | -13.4% | -13.1% |
| YTD | -9.0% | +12.0% | -21.0% | -16.6% |
| 1Y | -9.6% | +12.9% | -22.5% | -17.7% |
| 3Y | +27.8% | +74.9% | -47.1% | -15.7% |
| 5Y | +15.8% | +59.9% | -44.2% | -18.8% |
| 10Y | +119.7% | +224.6% | -104.9% | +6.0% |
| All | +251.8% | +391.4% | -139.7% | +47.8% |
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