+49.9%
EXC price history and return analytics
+346.0%
-296.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -1.2% | -2.3% | +1.1% | +0.2% |
| 30D | +10.0% | -5.0% | +14.9% | +13.4% |
| 3M | +1.6% | -4.9% | +6.5% | +4.7% |
| 6M | +3.3% | -1.5% | +4.8% | +3.5% |
| YTD | +7.6% | +8.5% | -0.9% | +0.4% |
| 1Y | +3.5% | +11.4% | -7.9% | -5.2% |
| 3Y | +27.7% | +70.1% | -42.4% | -14.9% |
| 5Y | +41.1% | +53.7% | -12.6% | -0.3% |
| 10Y | +178.2% | +220.0% | -41.8% | +17.2% |
| All | +49.9% | +346.0% | -296.1% | -58.3% |
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