+180.7%
EXOD vs VT
+75.0%
+105.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.9% | +0.4% | -7.4% | -7.4% |
| 30D | +34.5% | +1.0% | +33.5% | +33.6% |
| 3M | +10.8% | +2.4% | +8.4% | +8.6% |
| 6M | -39.1% | +12.0% | -51.1% | -45.0% |
| YTD | -49.9% | +15.3% | -65.2% | -55.5% |
| 1Y | -69.5% | +22.6% | -92.1% | -73.5% |
| All | +180.7% | +75.0% | +105.7% | +265.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling