+297.9%
EFOR price history and return analytics
+374.2%
-76.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +1.9% | +0.4% | +1.4% | +1.4% |
| 30D | +2.9% | +1.0% | +1.9% | +1.7% |
| 3M | +58.0% | +2.4% | +55.6% | +52.5% |
| 6M | -22.4% | +12.0% | -34.4% | -33.5% |
| YTD | -32.4% | +15.3% | -47.8% | -44.4% |
| 1Y | -37.9% | +22.6% | -60.5% | -52.8% |
| 3Y | -60.6% | +74.7% | -135.2% | -81.3% |
| 5Y | -71.2% | +66.1% | -137.3% | -85.2% |
| 10Y | -14.8% | +225.0% | -239.8% | -80.7% |
| All | +297.9% | +374.2% | -76.3% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling