+69.5%
EXPD vs VLTO
+27.2%
+42.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.5% |
| 7D | -1.1% | -2.3% | +1.1% | -0.3% |
| 30D | +4.1% | -0.9% | +4.9% | +4.3% |
| 3M | +17.9% | +13.8% | +4.1% | +12.0% |
| 6M | +29.2% | +2.0% | +27.2% | +27.9% |
| YTD | +27.4% | -3.2% | +30.5% | +28.5% |
| 1Y | +56.8% | -9.2% | +66.0% | +62.1% |
| All | +69.5% | +27.2% | +42.3% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling