+43.4%
EXC price history and return analytics
+374.2%
-330.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +0.3% | +0.4% | -0.2% | 0.0% |
| 30D | -3.7% | +1.0% | -4.7% | -4.4% |
| 3M | -1.3% | +2.4% | -3.7% | -3.2% |
| 6M | -9.7% | +12.0% | -21.7% | -17.0% |
| YTD | +2.9% | +15.3% | -12.4% | -7.5% |
| 1Y | +4.4% | +22.6% | -18.2% | -10.2% |
| 3Y | +22.2% | +74.7% | -52.5% | -19.6% |
| 5Y | +46.7% | +66.1% | -19.4% | -1.4% |
| 10Y | +155.3% | +225.0% | -69.7% | +6.8% |
| All | +43.4% | +374.2% | -330.8% | -61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling