+435.5%
EXPD vs VEU
+192.1%
+243.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.5% |
| 7D | -1.1% | +1.1% | -2.3% | -2.0% |
| 30D | +4.1% | +2.2% | +1.9% | +2.3% |
| 3M | +17.9% | +3.0% | +14.9% | +14.7% |
| 6M | +29.2% | +10.9% | +18.4% | +17.6% |
| YTD | +27.4% | +18.2% | +9.2% | +9.9% |
| 1Y | +56.8% | +28.3% | +28.6% | +26.6% |
| 3Y | +68.0% | +74.6% | -6.6% | +5.0% |
| 5Y | +61.9% | +56.4% | +5.5% | +10.2% |
| 10Y | +316.0% | +153.0% | +163.0% | +87.2% |
| All | +435.5% | +192.1% | +243.4% | +102.9% |
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