+334.3%
EXPD vs VEU
+149.7%
+184.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +1.9% | +2.2% |
| 7D | -1.6% | -0.5% | -1.0% | -1.1% |
| 30D | +0.6% | -1.0% | +1.6% | +1.3% |
| 3M | +9.8% | -3.6% | +13.4% | +12.6% |
| 6M | +25.8% | -1.2% | +26.9% | +26.0% |
| YTD | +31.3% | +12.0% | +19.3% | +18.9% |
| 1Y | +40.9% | +13.9% | +27.1% | +26.0% |
| 3Y | +74.7% | +71.3% | +3.5% | +12.8% |
| 5Y | +62.9% | +50.3% | +12.6% | +16.0% |
| 10Y | +334.3% | +150.3% | +184.0% | +120.0% |
| All | +334.3% | +149.7% | +184.7% | +120.0% |
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