+54.4%
EXPD vs VEU
+26.1%
+28.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -0.9% | +1.7% | -2.6% | -1.3% |
| 30D | +4.1% | +1.0% | +3.1% | +3.8% |
| 3M | +13.8% | +5.6% | +8.2% | +12.3% |
| 6M | +27.3% | +13.7% | +13.6% | +23.2% |
| YTD | +25.4% | +17.7% | +7.7% | +19.1% |
| 1Y | +54.4% | +25.8% | +28.6% | +40.2% |
| All | +54.4% | +26.1% | +28.3% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling