+151.5%
EXC price history and return analytics
+221.4%
-70.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +1.2% | +1.0% | +0.2% | +0.6% |
| 30D | -2.7% | -0.2% | -2.5% | -2.6% |
| 3M | -1.0% | +4.5% | -5.5% | -4.2% |
| 6M | -9.3% | +14.1% | -23.3% | -17.8% |
| YTD | +3.6% | +14.8% | -11.1% | -6.8% |
| 1Y | +5.9% | +21.2% | -15.3% | -8.6% |
| 3Y | +21.3% | +76.6% | -55.3% | -23.8% |
| 5Y | +46.2% | +66.6% | -20.4% | -4.9% |
| 10Y | +151.5% | +222.3% | -70.8% | -15.9% |
| All | +151.5% | +221.4% | -70.0% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling