+38.7%
PXE price history and return analytics
+72.7%
-33.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.7% |
| 7D | +1.4% | -2.0% | +3.4% | +2.6% |
| 30D | +9.2% | -1.4% | +10.6% | +10.2% |
| 3M | +16.8% | +4.7% | +12.1% | +12.5% |
| 6M | +25.2% | +11.4% | +13.8% | +13.5% |
| YTD | +53.7% | +13.1% | +40.7% | +36.8% |
| 1Y | +47.8% | +19.0% | +28.7% | +24.4% |
| All | +38.7% | +72.7% | -33.9% | -16.5% |
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