+1,274.3%
EXEL price history and return analytics
+357.6%
+916.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +0.2% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | +19.8% | -2.6% | +22.4% | +23.3% |
| 3M | +32.7% | -3.2% | +35.9% | +37.3% |
| 6M | +49.0% | +0.9% | +48.0% | +46.2% |
| YTD | +63.7% | +11.3% | +52.4% | +43.6% |
| 1Y | +75.8% | +14.0% | +61.8% | +50.1% |
| 3Y | +241.3% | +75.8% | +165.5% | +72.7% |
| 5Y | +289.0% | +57.8% | +231.2% | +117.6% |
| 10Y | +377.6% | +219.8% | +157.8% | +9.1% |
| All | +1,274.3% | +357.6% | +916.7% | +107.0% |
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