+13.3%
VT vs EXE
-23.9%
+37.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +2.4% | +5.3% | -3.0% | +2.5% |
| 30D | -1.5% | -2.2% | +0.7% | -1.6% |
| 3M | -4.1% | -5.9% | +1.8% | -4.4% |
| 6M | +0.6% | -5.7% | +6.3% | +0.3% |
| YTD | +11.0% | -17.8% | +28.9% | +11.1% |
| 1Y | +13.3% | -23.1% | +36.5% | +14.8% |
| All | +13.3% | -23.9% | +37.3% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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