+167.3%
EFV price history and return analytics
+357.8%
-190.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +0.7% | +2.9% | -2.2% | -2.1% |
| 30D | +2.0% | -2.5% | +4.5% | +4.5% |
| 3M | -1.6% | -3.3% | +1.7% | +1.6% |
| 6M | +5.8% | +1.5% | +4.2% | +3.7% |
| YTD | +15.6% | +11.4% | +4.3% | +3.3% |
| 1Y | +19.0% | +11.9% | +7.1% | +5.7% |
| 3Y | +90.7% | +73.9% | +16.8% | +6.9% |
| 5Y | +92.8% | +57.9% | +34.9% | +18.1% |
| 10Y | +160.5% | +222.6% | -62.1% | -26.1% |
| All | +167.3% | +357.8% | -190.5% | -47.6% |
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