+1,252.1%
EXEL price history and return analytics
+355.4%
+896.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | +17.9% | -3.1% | +21.0% | +21.9% |
| 3M | +33.3% | -3.5% | +36.8% | +38.3% |
| 6M | +46.6% | +0.5% | +46.1% | +44.6% |
| YTD | +61.0% | +10.8% | +50.3% | +42.0% |
| 1Y | +70.4% | +11.9% | +58.5% | +48.6% |
| 3Y | +236.1% | +73.0% | +163.1% | +73.4% |
| 5Y | +284.8% | +58.6% | +226.2% | +113.9% |
| 10Y | +348.4% | +219.2% | +129.2% | +2.6% |
| All | +1,252.1% | +355.4% | +896.7% | +104.7% |
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