+135.5%
EXPE vs VT
+69.7%
+65.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.2% |
| 7D | -9.3% | -2.3% | -7.0% | -5.9% |
| 30D | +0.1% | -5.0% | +5.1% | +7.2% |
| 3M | -15.3% | -4.9% | -10.4% | -9.4% |
| 6M | +5.5% | -1.5% | +7.0% | +7.1% |
| YTD | -8.0% | +8.5% | -16.5% | -18.6% |
| 1Y | +18.9% | +11.4% | +7.5% | +1.4% |
| 3Y | +135.5% | +70.1% | +65.5% | +10.5% |
| All | +135.5% | +69.7% | +65.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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