+426.9%
EXPD vs VOO
+777.9%
-351.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.5% |
| 7D | -7.2% | -2.7% | -4.5% | -5.0% |
| 30D | -3.3% | -5.4% | +2.1% | +1.3% |
| 3M | +3.4% | -4.1% | +7.4% | +7.0% |
| 6M | +22.7% | +0.7% | +21.9% | +21.4% |
| YTD | +24.5% | +8.7% | +15.8% | +15.1% |
| 1Y | +38.6% | +11.0% | +27.7% | +25.9% |
| 3Y | +71.5% | +75.5% | -4.0% | +2.1% |
| 5Y | +56.2% | +68.4% | -12.1% | -3.7% |
| 10Y | +310.5% | +315.7% | -5.2% | +2.6% |
| All | +426.9% | +777.9% | -351.0% | -48.4% |
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