-49.2%
EXOZ price history and return analytics
+19.6%
-68.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.1% |
| 7D | -8.0% | -1.1% | -6.9% | -6.7% |
| 30D | +9.4% | -1.0% | +10.4% | +10.7% |
| 3M | -18.2% | +3.2% | -21.3% | -20.6% |
| 6M | -13.7% | +12.5% | -26.2% | -24.4% |
| YTD | -42.2% | +14.1% | -56.2% | -51.3% |
| 1Y | -49.2% | +18.9% | -68.1% | -58.2% |
| All | -49.2% | +19.6% | -68.8% | -58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling