+26.1%
EXPE vs VSH
+112.8%
-86.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | -11.5% | +3.5% | -15.0% | -11.4% |
| 30D | -13.1% | -4.4% | -8.7% | -13.1% |
| 3M | +18.1% | -45.8% | +64.0% | +19.4% |
| 6M | +13.3% | +90.1% | -76.9% | -2.1% |
| YTD | -3.2% | +120.3% | -123.6% | -19.4% |
| 1Y | +26.1% | +112.2% | -86.1% | +2.3% |
| All | +26.1% | +112.8% | -86.6% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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