+174.6%
EFSI price history and return analytics
+224.4%
-49.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.9% |
| 30D | +1.5% | -1.7% | +3.2% | +1.7% |
| 3M | +7.5% | -2.3% | +9.8% | +7.8% |
| 6M | +24.9% | +1.5% | +23.4% | +24.5% |
| YTD | +19.2% | +12.0% | +7.2% | +16.8% |
| 1Y | +32.0% | +12.9% | +19.1% | +29.2% |
| 3Y | +68.6% | +74.9% | -6.3% | +56.1% |
| 5Y | +56.0% | +59.9% | -3.9% | +45.8% |
| 10Y | +174.6% | +224.6% | -50.0% | +138.0% |
| All | +174.6% | +224.4% | -49.8% | +138.0% |
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 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