+56.8%
EXPD vs VOO
+20.9%
+35.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +4.1% | +0.1% | +4.0% | +4.0% |
| 3M | +17.9% | +2.0% | +15.9% | +16.9% |
| 6M | +29.2% | +13.0% | +16.2% | +22.2% |
| YTD | +27.4% | +13.6% | +13.8% | +20.9% |
| 1Y | +56.8% | +20.1% | +36.8% | +48.0% |
| All | +56.8% | +20.9% | +35.9% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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