+1,196.4%
EXPD vs VO
+827.2%
+369.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.1% |
| 7D | -1.1% | -0.3% | -0.9% | -0.9% |
| 30D | +4.1% | -0.3% | +4.4% | +4.4% |
| 3M | +17.9% | +2.9% | +15.0% | +14.8% |
| 6M | +29.2% | +9.3% | +19.9% | +18.7% |
| YTD | +27.4% | +14.2% | +13.2% | +12.5% |
| 1Y | +56.8% | +15.3% | +41.6% | +37.3% |
| 3Y | +68.0% | +56.2% | +11.8% | +10.2% |
| 5Y | +61.9% | +42.4% | +19.4% | +14.7% |
| 10Y | +316.0% | +194.7% | +121.3% | +40.8% |
| All | +1,196.4% | +827.2% | +369.1% | +39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling