+57.8%
VT vs EXE
+64.7%
-6.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.4% |
| 7D | +0.4% | -3.9% | +4.3% | +1.0% |
| 30D | -2.6% | -2.6% | 0.0% | -2.3% |
| 3M | -3.2% | -6.9% | +3.6% | -2.3% |
| 6M | +0.9% | -9.3% | +10.3% | +2.2% |
| YTD | +11.3% | -20.7% | +32.0% | +14.8% |
| 1Y | +14.0% | -21.8% | +35.8% | +17.7% |
| 3Y | +75.8% | +16.2% | +59.6% | +66.8% |
| 5Y | +57.8% | +61.1% | -3.3% | +42.0% |
| All | +57.8% | +64.7% | -6.9% | +42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling