+61.7%
EXPD vs VOO
+74.6%
-12.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +3.6% | +3.3% | +0.3% | +1.1% |
| 30D | +0.3% | -2.7% | +3.0% | +2.4% |
| 3M | +6.1% | -1.7% | +7.8% | +7.4% |
| 6M | +27.4% | +3.1% | +24.2% | +23.9% |
| YTD | +32.0% | +11.9% | +20.0% | +20.2% |
| 1Y | +40.5% | +12.1% | +28.5% | +27.9% |
| 3Y | +75.7% | +78.6% | -2.9% | +6.1% |
| 5Y | +61.7% | +73.8% | -12.1% | -1.2% |
| All | +61.7% | +74.6% | -12.9% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling