+332.6%
EXPD vs VEU
+147.4%
+185.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +0.7% |
| 7D | -5.5% | +0.8% | -6.2% | -6.0% |
| 30D | -1.9% | -1.6% | -0.3% | -0.8% |
| 3M | +6.1% | -4.2% | +10.3% | +9.2% |
| 6M | +21.6% | -1.5% | +23.1% | +22.2% |
| YTD | +27.9% | +11.7% | +16.2% | +16.0% |
| 1Y | +39.4% | +15.6% | +23.8% | +23.2% |
| 3Y | +72.7% | +71.7% | +0.9% | +11.3% |
| 5Y | +60.3% | +49.5% | +10.8% | +14.7% |
| 10Y | +332.6% | +145.6% | +186.9% | +124.3% |
| All | +332.6% | +147.4% | +185.1% | +124.3% |
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