-96.0%
EXFY price history and return analytics
+59.8%
-155.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +1.7% |
| 7D | -25.2% | -0.7% | -24.5% | -24.7% |
| 30D | -27.0% | -1.7% | -25.3% | -25.2% |
| 3M | -22.9% | -2.3% | -20.6% | -20.6% |
| 6M | +82.8% | +1.5% | +81.2% | +78.6% |
| YTD | +17.9% | +12.0% | +5.8% | -3.3% |
| 1Y | +24.5% | +12.9% | +11.6% | +0.7% |
| 3Y | -15.2% | +74.9% | -90.2% | -67.1% |
| 5Y | -96.0% | +59.9% | -155.9% | -97.8% |
| All | -96.0% | +59.8% | -155.8% | -97.8% |
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