+70.4%
EXEL vs VT
+12.5%
+58.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | +17.9% | -3.1% | +21.0% | +20.1% |
| 3M | +33.3% | -3.5% | +36.8% | +36.1% |
| 6M | +46.6% | +0.5% | +46.1% | +44.8% |
| YTD | +61.0% | +10.8% | +50.3% | +47.7% |
| 1Y | +70.4% | +11.9% | +58.5% | +54.7% |
| All | +70.4% | +12.5% | +58.0% | +54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling