+438.8%
EXPD vs VOO
+817.1%
-378.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 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% | +15.7% |
| 6M | +29.2% | +13.0% | +16.2% | +15.5% |
| YTD | +27.4% | +13.6% | +13.8% | +13.5% |
| 1Y | +56.8% | +20.1% | +36.8% | +32.9% |
| 3Y | +68.0% | +77.6% | -9.5% | -0.7% |
| 5Y | +61.9% | +82.4% | -20.6% | -7.0% |
| 10Y | +316.0% | +316.8% | -0.8% | +4.6% |
| All | +438.8% | +817.1% | -378.3% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling