-94.7%
EXFY price history and return analytics
+62.2%
-157.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -4.1% |
| 7D | -9.2% | -1.1% | -8.1% | -7.6% |
| 30D | -2.7% | -1.0% | -1.7% | -1.3% |
| 3M | +68.8% | +3.2% | +65.6% | +62.1% |
| 6M | +161.8% | +12.5% | +149.3% | +115.4% |
| YTD | +43.0% | +14.1% | +29.0% | +14.6% |
| 1Y | +10.2% | +18.9% | -8.7% | -17.9% |
| 3Y | -44.0% | +74.1% | -118.1% | -77.9% |
| All | -94.7% | +62.2% | -157.0% | -97.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling