+38.4%
EXPD vs VLTO
+17.3%
+21.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -4.8% | +12.0% | -16.8% | -7.2% |
| 30D | -1.5% | +20.8% | -22.4% | -5.8% |
| 3M | +4.1% | +20.1% | -16.0% | -0.4% |
| 6M | +24.0% | +32.6% | -8.6% | +15.3% |
| YTD | +27.4% | +17.3% | +10.1% | +23.7% |
| 1Y | +38.4% | +17.3% | +21.1% | +34.5% |
| All | +38.4% | +17.3% | +21.1% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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