+40.9%
EXPD vs VYM
+19.7%
+21.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +1.9% | +2.0% |
| 7D | -1.6% | -0.2% | -1.4% | -1.4% |
| 30D | +0.6% | +3.6% | -3.0% | -2.7% |
| 3M | +9.8% | -0.1% | +9.9% | +9.9% |
| 6M | +25.8% | +7.1% | +18.6% | +17.8% |
| YTD | +31.3% | +17.0% | +14.3% | +15.1% |
| 1Y | +40.9% | +19.0% | +22.0% | +21.8% |
| All | +40.9% | +19.7% | +21.3% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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