+106.3%
EFXT price history and return analytics
+365.3%
-259.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +10.7% | +1.0% | +9.7% | +10.1% |
| 30D | +13.1% | -0.2% | +13.3% | +13.3% |
| 3M | -9.2% | +4.5% | -13.7% | -11.4% |
| 6M | +4.4% | +14.1% | -9.6% | -3.0% |
| YTD | +46.7% | +14.8% | +31.9% | +35.9% |
| 1Y | +124.9% | +21.2% | +103.7% | +102.5% |
| 3Y | +280.1% | +76.6% | +203.5% | +186.5% |
| 5Y | +293.0% | +66.6% | +226.4% | +202.0% |
| 10Y | +156.7% | +222.3% | -65.6% | +58.4% |
| All | +106.3% | +365.3% | -259.0% | +15.3% |
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