-20.0%
EFOR price history and return analytics
+11.9%
-31.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +3.5% | +2.4% | +1.2% | +2.2% |
| 30D | -7.9% | -1.5% | -6.4% | -7.3% |
| 3M | +6.3% | -4.1% | +10.4% | +8.5% |
| 6M | +104.9% | +0.6% | +104.3% | +103.5% |
| YTD | -26.2% | +11.0% | -37.2% | -31.8% |
| 1Y | -20.0% | +13.3% | -33.4% | -28.4% |
| All | -20.0% | +11.9% | -31.9% | -28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling