+106.1%
EXK price history and return analytics
+222.7%
-116.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.8% |
| 7D | +3.2% | +2.9% | +0.3% | -0.5% |
| 30D | -5.0% | -2.5% | -2.5% | -1.2% |
| 3M | -26.2% | -3.3% | -22.9% | -22.0% |
| 6M | -31.7% | +1.5% | -33.2% | -31.0% |
| YTD | -16.7% | +11.4% | -28.1% | -23.4% |
| 1Y | -4.0% | +11.9% | -16.0% | -11.9% |
| 3Y | +305.7% | +73.9% | +231.8% | +136.5% |
| 5Y | +34.5% | +57.9% | -23.4% | -13.6% |
| All | +106.1% | +222.7% | -116.6% | -51.3% |
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