+189.5%
EFR price history and return analytics
+371.8%
-182.3%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -0.4% | +1.0% | -1.4% | -0.8% |
| 30D | -1.9% | -0.2% | -1.6% | -1.8% |
| 3M | +1.2% | +4.5% | -3.4% | -0.9% |
| 6M | +3.7% | +14.1% | -10.4% | -2.4% |
| YTD | -1.0% | +14.8% | -15.8% | -7.2% |
| 1Y | -2.4% | +21.2% | -23.6% | -10.7% |
| 3Y | +15.3% | +76.6% | -61.3% | -11.2% |
| 5Y | +15.6% | +66.6% | -51.0% | -9.6% |
| 10Y | +66.8% | +222.3% | -155.4% | -4.3% |
| All | +189.5% | +371.8% | -182.3% | +42.2% |
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