-15.6%
EXTR price history and return analytics
+76.6%
-92.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | -0.6% | +1.0% | -1.6% | -2.1% |
| 30D | -9.7% | -0.2% | -9.4% | -9.3% |
| 3M | -26.8% | +4.5% | -31.3% | -31.2% |
| 6M | +54.9% | +14.1% | +40.8% | +27.9% |
| YTD | +30.0% | +14.8% | +15.3% | +6.0% |
| 1Y | 0.0% | +21.2% | -21.2% | -25.2% |
| 3Y | -15.6% | +76.6% | -92.1% | -58.4% |
| All | -15.6% | +76.6% | -92.2% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling