-3.1%
EXOD vs VT
+69.7%
-72.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.5% |
| 7D | -21.0% | -2.3% | -18.7% | -17.7% |
| 30D | -37.4% | -5.0% | -32.4% | -32.0% |
| 3M | -23.6% | -4.9% | -18.8% | -16.3% |
| 6M | -50.2% | -1.5% | -48.7% | -47.2% |
| YTD | -72.5% | +8.5% | -81.0% | -73.0% |
| 1Y | -81.0% | +11.4% | -92.4% | -81.6% |
| 3Y | -3.1% | +70.1% | -73.2% | +83.2% |
| All | -3.1% | +69.7% | -72.8% | +83.2% |
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