-67.4%
EXOZ vs VT
+10.5%
-77.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.8% | +6.8% |
| 7D | +6.5% | -2.3% | +8.9% | +8.8% |
| 30D | -20.6% | -5.0% | -15.6% | -16.7% |
| 3M | -14.8% | -4.9% | -9.9% | -10.9% |
| 6M | -58.3% | -1.5% | -56.7% | -58.0% |
| YTD | -59.6% | +8.5% | -68.1% | -65.8% |
| 1Y | -67.4% | +11.4% | -78.8% | -73.8% |
| All | -67.4% | +10.5% | -77.9% | -73.8% |
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