+773.5%
EXPE vs VNQ
+277.3%
+496.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | 0.0% |
| 7D | -11.5% | -0.9% | -10.6% | -11.0% |
| 30D | -13.1% | -2.2% | -10.8% | -11.7% |
| 3M | +18.1% | -1.9% | +20.1% | +19.8% |
| 6M | +13.3% | +3.2% | +10.0% | +10.9% |
| YTD | -3.2% | +9.4% | -12.6% | -9.1% |
| 1Y | +26.1% | +7.5% | +18.6% | +20.1% |
| 3Y | +151.7% | +31.1% | +120.7% | +110.3% |
| 5Y | +88.3% | +6.6% | +81.8% | +81.9% |
| 10Y | +158.0% | +63.9% | +94.1% | +94.7% |
| All | +773.5% | +277.3% | +496.2% | +283.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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