+92.8%
EFV price history and return analytics
+58.5%
+34.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +0.7% | +2.9% | -2.2% | -1.6% |
| 30D | +2.0% | -2.5% | +4.5% | +4.0% |
| 3M | -1.6% | -3.3% | +1.7% | +1.0% |
| 6M | +5.8% | +1.5% | +4.2% | +4.2% |
| YTD | +15.6% | +11.4% | +4.3% | +5.7% |
| 1Y | +19.0% | +11.9% | +7.1% | +8.3% |
| 3Y | +90.7% | +73.9% | +16.8% | +20.2% |
| 5Y | +92.8% | +57.9% | +34.9% | +29.0% |
| All | +92.8% | +58.5% | +34.2% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling