+1,424.8%
EXLS price history and return analytics
+345.0%
+1,079.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +5.2% |
| 7D | +6.1% | -4.2% | +10.2% | +10.4% |
| 30D | +23.2% | -5.8% | +29.0% | +30.3% |
| 3M | +29.5% | -5.2% | +34.7% | +36.0% |
| 6M | +39.5% | +0.1% | +39.4% | +36.5% |
| YTD | +2.8% | +8.2% | -5.5% | -7.8% |
| 1Y | +10.5% | +10.1% | +0.4% | -2.7% |
| 3Y | +63.6% | +69.7% | -6.1% | -8.9% |
| 5Y | +59.0% | +53.4% | +5.6% | -1.5% |
| 10Y | +399.2% | +219.2% | +180.0% | +46.2% |
| All | +1,424.8% | +345.0% | +1,079.8% | +184.6% |
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