+54.4%
EXPD vs VOO
+19.5%
+34.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | -0.9% | +0.5% | -1.5% | -1.2% |
| 30D | +4.1% | -0.9% | +5.0% | +4.5% |
| 3M | +13.8% | +3.9% | +9.9% | +11.9% |
| 6M | +27.3% | +14.5% | +12.7% | +19.0% |
| YTD | +25.4% | +13.0% | +12.5% | +19.5% |
| 1Y | +54.4% | +19.4% | +34.9% | +47.2% |
| All | +54.4% | +19.5% | +34.9% | +47.2% |
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