-72.0%
EXOD vs VT
+68.7%
-140.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.9% | +0.4% | -7.4% | -7.3% |
| 30D | +34.5% | +1.0% | +33.5% | +33.8% |
| 3M | +10.8% | +2.4% | +8.4% | +9.0% |
| 6M | -39.1% | +12.0% | -51.1% | -43.9% |
| YTD | -49.9% | +15.3% | -65.2% | -54.7% |
| 1Y | -69.5% | +22.6% | -92.1% | -73.4% |
| 3Y | +164.6% | +74.7% | +90.0% | +85.9% |
| All | -72.0% | +68.7% | -140.7% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling