+195.8%
PXE price history and return analytics
+63.7%
+132.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.9% |
| 7D | +1.4% | -2.0% | +3.4% | +3.1% |
| 30D | +9.2% | -1.4% | +10.6% | +10.5% |
| 3M | +16.8% | +4.7% | +12.1% | +11.5% |
| 6M | +25.2% | +11.4% | +13.8% | +11.3% |
| YTD | +53.7% | +13.1% | +40.7% | +34.2% |
| 1Y | +47.8% | +19.0% | +28.7% | +22.1% |
| 3Y | +36.6% | +73.9% | -37.3% | -23.6% |
| 5Y | +195.8% | +65.4% | +130.4% | +79.9% |
| All | +195.8% | +63.7% | +132.1% | +79.9% |
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