-10.4%
EFOR price history and return analytics
+224.4%
-234.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -1.4% |
| 7D | -2.7% | -0.7% | -2.0% | -1.9% |
| 30D | -3.8% | -1.7% | -2.1% | -1.8% |
| 3M | +9.6% | -2.3% | +11.9% | +12.7% |
| 6M | +90.4% | +1.5% | +88.9% | +85.1% |
| YTD | -25.3% | +12.0% | -37.3% | -36.5% |
| 1Y | -19.6% | +12.9% | -32.5% | -32.3% |
| 3Y | -58.2% | +74.9% | -133.1% | -80.7% |
| 5Y | -71.9% | +59.9% | -131.9% | -85.1% |
| 10Y | -10.4% | +224.6% | -235.0% | -81.3% |
| All | -10.4% | +224.4% | -234.7% | -81.3% |
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