+259.0%
EFC price history and return analytics
+388.2%
-129.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.7% |
| 3M | -13.5% | -3.2% | -10.3% | -11.5% |
| 6M | -11.1% | +0.9% | -12.0% | -12.0% |
| YTD | -7.1% | +11.3% | -18.4% | -14.4% |
| 1Y | -3.7% | +14.0% | -17.7% | -12.9% |
| 3Y | +34.7% | +75.8% | -41.2% | -11.4% |
| 5Y | +17.4% | +57.8% | -40.5% | -16.9% |
| 10Y | +128.8% | +219.8% | -91.0% | +11.2% |
| All | +259.0% | +388.2% | -129.2% | +51.6% |
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