-28.7%
EXOZ price history and return analytics
+35.9%
-64.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.7% |
| 7D | -9.3% | -2.0% | -7.3% | -7.8% |
| 30D | +7.1% | -1.4% | +8.5% | +8.3% |
| 3M | -20.1% | +4.7% | -24.8% | -22.3% |
| 6M | -15.5% | +11.4% | -26.8% | -21.4% |
| YTD | -43.4% | +13.1% | -56.5% | -48.0% |
| 1Y | -50.2% | +19.0% | -69.3% | -55.4% |
| All | -28.7% | +35.9% | -64.6% | -40.3% |
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