+103.6%
EXE price history and return analytics
+66.2%
+37.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | -1.8% | +1.0% | -2.8% | -2.5% |
| 30D | +6.4% | -0.2% | +6.6% | +6.5% |
| 3M | +9.2% | +4.5% | +4.7% | +5.5% |
| 6M | -7.0% | +14.1% | -21.0% | -16.5% |
| YTD | -9.5% | +14.8% | -24.2% | -19.4% |
| 1Y | +6.2% | +21.2% | -15.0% | -9.6% |
| 3Y | +20.7% | +76.6% | -55.8% | -26.4% |
| 5Y | +103.6% | +66.6% | +37.0% | +29.4% |
| All | +103.6% | +66.2% | +37.4% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling