+308.6%
EXPD vs VEU
+149.3%
+159.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -0.9% | +1.7% | -2.6% | -2.1% |
| 30D | +4.1% | +1.0% | +3.1% | +3.3% |
| 3M | +13.8% | +5.6% | +8.2% | +9.1% |
| 6M | +27.3% | +13.7% | +13.6% | +14.7% |
| YTD | +25.4% | +17.7% | +7.7% | +9.8% |
| 1Y | +54.4% | +25.8% | +28.6% | +28.4% |
| 3Y | +67.9% | +77.1% | -9.2% | +6.5% |
| 5Y | +59.2% | +57.1% | +2.0% | +10.3% |
| 10Y | +308.6% | +149.8% | +158.7% | +106.1% |
| All | +308.6% | +149.3% | +159.3% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling