+59.7%
EXPD vs VO
+36.5%
+23.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.4% | -0.2% | -7.2% | -7.2% |
| 30D | -2.1% | +0.5% | -2.6% | -2.5% |
| 3M | +5.7% | -1.1% | +6.8% | +6.6% |
| 6M | +21.4% | +6.4% | +15.0% | +15.3% |
| YTD | +27.6% | +13.5% | +14.1% | +15.0% |
| 1Y | +36.1% | +13.6% | +22.5% | +22.6% |
| 3Y | +69.9% | +65.2% | +4.7% | +11.6% |
| 5Y | +59.7% | +37.7% | +21.9% | +18.1% |
| All | +59.7% | +36.5% | +23.1% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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