+730.7%
EXPE vs VO
+598.6%
+132.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.7% | -4.7% |
| 7D | -9.3% | -2.6% | -6.8% | -6.0% |
| 30D | +0.1% | -0.9% | +1.1% | +1.9% |
| 3M | -15.3% | -3.0% | -12.3% | -11.7% |
| 6M | +5.5% | +2.2% | +3.3% | +3.4% |
| YTD | -8.0% | +10.6% | -18.5% | -17.7% |
| 1Y | +18.9% | +12.5% | +6.4% | +4.6% |
| 3Y | +135.5% | +61.4% | +74.1% | +38.4% |
| 5Y | +44.3% | +33.4% | +10.9% | +9.1% |
| 10Y | +117.7% | +201.5% | -83.8% | -31.1% |
| All | +730.7% | +598.6% | +132.1% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling