+223.9%
EUFN price history and return analytics
+414.2%
-190.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +3.8% |
| 7D | +3.0% | -4.2% | +7.1% | +8.4% |
| 30D | -0.4% | -5.8% | +5.4% | +7.1% |
| 3M | -7.0% | -5.2% | -1.8% | -0.7% |
| 6M | +9.1% | +0.1% | +9.0% | +8.7% |
| YTD | +9.2% | +8.2% | +0.9% | -1.0% |
| 1Y | +20.8% | +10.1% | +10.7% | +7.1% |
| 3Y | +139.9% | +69.7% | +70.2% | +22.2% |
| 5Y | +135.8% | +53.4% | +82.5% | +36.5% |
| 10Y | +246.9% | +219.2% | +27.6% | -25.2% |
| All | +223.9% | +414.2% | -190.3% | -59.6% |
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