+101.6%
EXK price history and return analytics
+221.8%
-120.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.8% |
| 7D | -2.3% | +2.4% | -4.6% | -5.1% |
| 30D | -2.2% | -1.5% | -0.7% | +0.3% |
| 3M | -25.7% | -4.1% | -21.6% | -20.6% |
| 6M | -32.1% | +0.6% | -32.6% | -30.5% |
| YTD | -18.5% | +11.0% | -29.5% | -24.8% |
| 1Y | -2.7% | +13.3% | -16.0% | -11.9% |
| 3Y | +294.8% | +73.4% | +221.5% | +131.1% |
| 5Y | +31.6% | +57.4% | -25.8% | -15.1% |
| All | +101.6% | +221.8% | -120.2% | -52.2% |
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