+423.6%
EXPD vs VEU
+168.5%
+255.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.4% | -2.4% |
| 7D | -7.2% | -1.6% | -5.5% | -6.0% |
| 30D | -3.3% | -4.3% | +1.1% | +0.1% |
| 3M | +3.4% | -5.8% | +9.2% | +8.2% |
| 6M | +22.7% | -4.4% | +27.1% | +26.2% |
| YTD | +24.5% | +8.7% | +15.9% | +14.7% |
| 1Y | +38.6% | +12.6% | +26.0% | +24.0% |
| 3Y | +71.5% | +65.2% | +6.3% | +11.6% |
| 5Y | +56.2% | +45.5% | +10.7% | +12.3% |
| 10Y | +310.5% | +142.7% | +167.7% | +90.5% |
| All | +423.6% | +168.5% | +255.1% | +111.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling