+52.7%
EXPE vs VG
-44.6%
+97.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | -0.5% | +14.0% | -14.5% | -0.9% |
| 30D | -6.1% | -1.0% | -5.1% | -6.2% |
| 3M | -21.3% | -2.7% | -18.6% | -21.5% |
| 6M | +19.0% | +1.5% | +17.5% | +17.6% |
| YTD | -8.4% | +93.7% | -102.1% | -18.3% |
| 1Y | -2.8% | +68.5% | -71.3% | -11.8% |
| All | +52.7% | -44.6% | +97.3% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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