+198.6%
EXI vs VT
+222.7%
-24.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +3.8% | +2.9% | +0.9% | +0.9% |
| 30D | -0.1% | -2.5% | +2.4% | +2.4% |
| 3M | -8.4% | -3.3% | -5.1% | -5.3% |
| 6M | -3.1% | +1.5% | -4.6% | -4.6% |
| YTD | +8.5% | +11.4% | -2.8% | -2.3% |
| 1Y | +9.6% | +11.9% | -2.3% | -1.8% |
| 3Y | +73.3% | +73.9% | -0.6% | +0.5% |
| 5Y | +62.8% | +57.9% | +4.9% | +3.7% |
| All | +198.6% | +222.7% | -24.1% | -5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling