+179.9%
EXK price history and return analytics
+357.6%
-177.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +3.5% |
| 7D | +15.4% | +0.4% | +15.0% | +15.1% |
| 30D | -3.6% | -2.6% | -1.0% | -0.2% |
| 3M | -12.6% | -3.2% | -9.3% | -8.5% |
| 6M | -16.8% | +0.9% | -17.8% | -15.6% |
| YTD | -11.3% | +11.3% | -22.6% | -17.4% |
| 1Y | +15.8% | +14.0% | +1.8% | +5.8% |
| 3Y | +329.9% | +75.8% | +254.1% | +162.0% |
| 5Y | +60.7% | +57.8% | +2.9% | +10.6% |
| 10Y | +75.9% | +219.8% | -143.9% | -38.3% |
| All | +179.9% | +357.6% | -177.8% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling