-2.7%
EFOR price history and return analytics
+223.7%
-226.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +0.5% |
| 7D | -5.0% | +0.4% | -5.3% | -5.3% |
| 30D | -5.0% | -2.6% | -2.4% | -1.9% |
| 3M | +10.6% | -3.2% | +13.9% | +15.1% |
| 6M | +75.4% | +0.9% | +74.5% | +71.8% |
| YTD | -26.0% | +11.3% | -37.3% | -36.5% |
| 1Y | -18.4% | +14.0% | -32.4% | -32.2% |
| 3Y | -58.4% | +75.8% | -134.2% | -80.9% |
| 5Y | -72.0% | +57.8% | -129.9% | -84.9% |
| 10Y | -2.7% | +219.8% | -222.5% | -77.4% |
| All | -2.7% | +223.7% | -226.4% | -77.4% |
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 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