+63.9%
EFT price history and return analytics
+229.8%
-165.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | -0.6% | -1.1% | +0.5% | 0.0% |
| 30D | -1.8% | -1.0% | -0.8% | -1.3% |
| 3M | +0.1% | +3.2% | -3.1% | -1.6% |
| 6M | +2.4% | +12.5% | -10.0% | -3.6% |
| YTD | -1.8% | +14.1% | -15.9% | -8.3% |
| 1Y | -4.0% | +18.9% | -22.9% | -12.3% |
| 3Y | +14.7% | +74.1% | -59.4% | -14.4% |
| 5Y | +8.4% | +66.9% | -58.5% | -17.9% |
| All | +63.9% | +229.8% | -165.9% | -13.5% |
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 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