-7.2%
EFOR price history and return analytics
+217.6%
-224.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | +5.0% | -0.1% | +5.1% | +5.3% |
| 30D | -4.1% | -3.1% | -1.0% | -0.4% |
| 3M | +10.8% | -3.5% | +14.3% | +15.7% |
| 6M | +77.0% | +0.5% | +76.5% | +74.4% |
| YTD | -25.3% | +10.8% | -36.1% | -35.6% |
| 1Y | -17.3% | +11.9% | -29.2% | -29.6% |
| 3Y | -58.2% | +73.0% | -131.2% | -80.4% |
| 5Y | -71.4% | +58.6% | -130.0% | -84.6% |
| 10Y | -7.2% | +219.2% | -226.3% | -79.1% |
| All | -7.2% | +217.6% | -224.8% | -79.1% |
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