+357.6%
EFSC price history and return analytics
+356.5%
+1.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +0.2% | +2.4% | -2.1% | -2.4% |
| 30D | +6.1% | -1.5% | +7.6% | +7.7% |
| 3M | -5.9% | -4.1% | -1.8% | -1.7% |
| 6M | +7.5% | +0.6% | +7.0% | +5.7% |
| YTD | +17.2% | +11.0% | +6.1% | +2.3% |
| 1Y | +20.2% | +13.3% | +6.9% | +2.5% |
| 3Y | +82.6% | +73.4% | +9.3% | -5.2% |
| 5Y | +43.6% | +57.4% | -13.8% | -18.2% |
| 10Y | +100.6% | +221.7% | -121.1% | -50.3% |
| All | +357.6% | +356.5% | +1.1% | -27.9% |
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