+185.7%
EXPE vs VO
+58.9%
+126.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.4% |
| 7D | -9.5% | -0.3% | -9.3% | -9.1% |
| 30D | -6.6% | -0.3% | -6.3% | -6.2% |
| 3M | +31.4% | +2.9% | +28.4% | +25.8% |
| 6M | +35.2% | +9.3% | +25.8% | +17.9% |
| YTD | +5.8% | +14.2% | -8.4% | -13.4% |
| 1Y | +38.7% | +15.3% | +23.4% | +12.3% |
| All | +185.7% | +58.9% | +126.8% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling