-35.2%
EXOZ vs VT
+23.3%
-58.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | -4.4% | +0.4% | -4.9% | -4.9% |
| 30D | +25.9% | +1.0% | +24.9% | +24.4% |
| 3M | -26.7% | +2.4% | -29.1% | -28.7% |
| 6M | -3.4% | +12.0% | -15.4% | -15.0% |
| YTD | -37.2% | +15.3% | -52.5% | -47.7% |
| 1Y | -35.2% | +22.6% | -57.8% | -48.6% |
| All | -35.2% | +23.3% | -58.6% | -48.6% |
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 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