+390.5%
EXLS price history and return analytics
+215.5%
+174.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | +4.2% | -2.3% | +6.5% | +6.3% |
| 30D | +21.5% | -5.0% | +26.5% | +27.2% |
| 3M | +24.5% | -4.9% | +29.4% | +30.1% |
| 6M | +39.3% | -1.5% | +40.9% | +38.7% |
| YTD | +1.7% | +8.5% | -6.8% | -9.1% |
| 1Y | +11.4% | +11.4% | 0.0% | -3.4% |
| 3Y | +62.3% | +70.1% | -7.7% | -11.6% |
| 5Y | +57.3% | +53.7% | +3.6% | -4.1% |
| All | +390.5% | +215.5% | +174.9% | +51.2% |
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