+85.9%
EXK price history and return analytics
+217.6%
-131.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.6% |
| 7D | +14.8% | -0.1% | +14.9% | +15.3% |
| 30D | -6.7% | -3.1% | -3.6% | -2.3% |
| 3M | -21.2% | -3.5% | -17.7% | -16.5% |
| 6M | -19.5% | +0.5% | -20.0% | -17.6% |
| YTD | -14.1% | +10.8% | -24.9% | -20.5% |
| 1Y | +2.5% | +11.9% | -9.4% | -5.8% |
| 3Y | +318.1% | +73.0% | +245.2% | +145.0% |
| 5Y | +46.2% | +58.6% | -12.4% | -6.4% |
| 10Y | +85.9% | +219.2% | -133.2% | -59.5% |
| All | +85.9% | +217.6% | -131.7% | -59.5% |
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