+174.4%
EFSI price history and return analytics
+226.9%
-52.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | +10.0% | -2.0% | +12.0% | +10.3% |
| 30D | +5.9% | -1.4% | +7.4% | +6.2% |
| 3M | +8.5% | +4.7% | +3.7% | +7.6% |
| 6M | +37.1% | +11.4% | +25.8% | +34.6% |
| YTD | +17.5% | +13.1% | +4.5% | +15.0% |
| 1Y | +27.9% | +19.0% | +8.9% | +24.2% |
| 3Y | +59.2% | +73.9% | -14.7% | +47.5% |
| 5Y | +61.6% | +65.4% | -3.8% | +50.4% |
| All | +174.4% | +226.9% | -52.5% | +140.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling