-94.4%
EXFY price history and return analytics
+62.2%
-156.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -2.3% |
| 7D | -6.9% | -0.1% | -6.8% | -6.7% |
| 30D | -7.3% | -0.7% | -6.6% | -6.4% |
| 3M | +92.4% | +4.0% | +88.4% | +82.1% |
| 6M | +141.1% | +12.3% | +128.8% | +98.9% |
| YTD | +51.7% | +14.0% | +37.6% | +21.6% |
| 1Y | +18.0% | +20.3% | -2.3% | -13.8% |
| 3Y | -41.4% | +75.4% | -116.8% | -77.2% |
| All | -94.4% | +62.2% | -156.6% | -97.1% |
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