+244.0%
EFNL price history and return analytics
+376.2%
-132.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.6% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | +6.4% | -0.7% | +7.1% | +7.1% |
| 3M | +2.8% | +4.0% | -1.2% | -0.9% |
| 6M | +15.2% | +12.3% | +2.9% | +3.4% |
| YTD | +17.7% | +14.0% | +3.7% | +4.2% |
| 1Y | +32.9% | +20.3% | +12.6% | +11.7% |
| 3Y | +86.7% | +75.4% | +11.2% | +8.7% |
| 5Y | +31.9% | +66.0% | -34.1% | -19.0% |
| 10Y | +141.7% | +228.2% | -86.5% | -25.9% |
| All | +244.0% | +376.2% | -132.2% | -32.8% |
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