+190.1%
EXEL price history and return analytics
+66.2%
+123.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.0% |
| 7D | +1.4% | +1.0% | +0.4% | +0.7% |
| 30D | +6.7% | -0.2% | +6.9% | +6.8% |
| 3M | +11.5% | +4.5% | +6.9% | +8.2% |
| 6M | +38.8% | +14.1% | +24.7% | +27.3% |
| YTD | +31.6% | +14.8% | +16.8% | +20.2% |
| 1Y | +53.0% | +21.2% | +31.8% | +35.0% |
| 3Y | +160.8% | +76.6% | +84.3% | +78.9% |
| 5Y | +190.1% | +66.6% | +123.5% | +105.6% |
| All | +190.1% | +66.2% | +123.9% | +105.6% |
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 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