-71.9%
EFOR price history and return analytics
+59.8%
-131.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -1.2% |
| 7D | -2.7% | -0.7% | -2.0% | -1.9% |
| 30D | -3.8% | -1.7% | -2.1% | -2.1% |
| 3M | +9.6% | -2.3% | +11.9% | +12.3% |
| 6M | +90.4% | +1.5% | +88.9% | +85.8% |
| YTD | -25.3% | +12.0% | -37.3% | -35.3% |
| 1Y | -19.6% | +12.9% | -32.5% | -31.0% |
| 3Y | -58.2% | +74.9% | -133.1% | -79.5% |
| 5Y | -71.9% | +59.9% | -131.9% | -84.0% |
| All | -71.9% | +59.8% | -131.7% | -84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling