-1.9%
EFOR price history and return analytics
+215.5%
-217.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.7% |
| 7D | -10.1% | -2.3% | -7.7% | -7.3% |
| 30D | -1.6% | -5.0% | +3.3% | +4.7% |
| 3M | +8.8% | -4.9% | +13.7% | +15.7% |
| 6M | +66.6% | -1.5% | +68.2% | +68.3% |
| YTD | -28.7% | +8.5% | -37.2% | -36.8% |
| 1Y | -21.3% | +11.4% | -32.6% | -32.6% |
| 3Y | -60.1% | +70.1% | -130.2% | -80.9% |
| 5Y | -73.1% | +53.7% | -126.8% | -85.0% |
| All | -1.9% | +215.5% | -217.4% | -76.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling