+11.6%
VT vs EXE
-22.0%
+33.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -0.4% |
| 7D | -0.1% | -2.2% | +2.1% | -0.3% |
| 30D | -3.1% | -0.3% | -2.7% | -3.1% |
| 3M | -3.5% | -9.3% | +5.8% | -3.9% |
| 6M | +0.5% | -7.2% | +7.7% | +0.1% |
| YTD | +10.8% | -18.9% | +29.7% | +10.9% |
| All | +11.6% | -22.0% | +33.6% | +13.1% |
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