+1,373.1%
EXLS price history and return analytics
+356.1%
+1,017.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.0% |
| 7D | +2.9% | -1.6% | +4.5% | +4.6% |
| 30D | +17.8% | -2.5% | +20.3% | +20.6% |
| 3M | +23.0% | -1.3% | +24.3% | +24.2% |
| 6M | +32.7% | +3.1% | +29.6% | +26.3% |
| YTD | -0.7% | +10.9% | -11.7% | -12.9% |
| 1Y | +7.6% | +12.1% | -4.5% | -6.8% |
| 3Y | +58.0% | +73.9% | -15.9% | -14.0% |
| 5Y | +61.5% | +58.0% | +3.5% | -2.7% |
| 10Y | +377.6% | +225.5% | +152.1% | +37.4% |
| All | +1,373.1% | +356.1% | +1,017.0% | +168.7% |
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