+94.5%
EXK price history and return analytics
+226.9%
-132.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -4.5% |
| 7D | -8.3% | -2.0% | -6.3% | -5.8% |
| 30D | -0.7% | -1.4% | +0.8% | +1.5% |
| 3M | +41.8% | +4.7% | +37.1% | +35.1% |
| 6M | -8.9% | +11.4% | -20.3% | -18.3% |
| YTD | +11.9% | +13.1% | -1.1% | -0.1% |
| 1Y | +78.9% | +19.0% | +59.9% | +51.5% |
| 3Y | +307.8% | +73.9% | +233.8% | +132.9% |
| 5Y | +131.2% | +65.4% | +65.8% | +39.4% |
| All | +94.5% | +226.9% | -132.4% | -52.7% |
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