+395.7%
EXLS price history and return analytics
+214.8%
+180.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +5.1% |
| 7D | +6.1% | -4.2% | +10.2% | +10.3% |
| 30D | +23.2% | -5.8% | +29.0% | +30.1% |
| 3M | +29.5% | -5.2% | +34.7% | +35.8% |
| 6M | +39.5% | +0.1% | +39.4% | +36.4% |
| YTD | +2.8% | +8.2% | -5.5% | -8.0% |
| 1Y | +10.5% | +10.1% | +0.4% | -3.0% |
| 3Y | +63.6% | +69.7% | -6.1% | -10.7% |
| 5Y | +59.0% | +53.4% | +5.6% | -2.8% |
| All | +395.7% | +214.8% | +180.9% | +53.2% |
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