+16.2%
EXE vs VO
+65.0%
-48.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.1% | +0.1% |
| 7D | -3.9% | -0.1% | -3.8% | -3.9% |
| 30D | -2.6% | +0.5% | -3.1% | -2.9% |
| 3M | -6.9% | -1.0% | -5.8% | -6.5% |
| 6M | -9.3% | +6.4% | -15.7% | -12.8% |
| YTD | -20.7% | +13.6% | -34.3% | -27.3% |
| 1Y | -21.8% | +14.5% | -36.3% | -28.8% |
| 3Y | +16.2% | +67.2% | -51.0% | -21.2% |
| All | +16.2% | +65.0% | -48.8% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling