+57.2%
EXLS price history and return analytics
+59.7%
-2.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +1.0% |
| 7D | +5.9% | -0.3% | +6.2% | +6.1% |
| 30D | +20.1% | -1.4% | +21.5% | +21.4% |
| 3M | +25.4% | -1.4% | +26.8% | +26.5% |
| 6M | +35.9% | +5.5% | +30.5% | +27.8% |
| YTD | +1.6% | +12.8% | -11.2% | -10.8% |
| 1Y | +9.0% | +15.4% | -6.4% | -6.5% |
| 3Y | +61.7% | +76.9% | -15.1% | -10.2% |
| All | +57.2% | +59.7% | -2.5% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling