+39.5%
EXPE vs VT
+53.4%
-13.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.2% |
| 7D | -9.3% | -2.3% | -7.0% | -5.4% |
| 30D | +0.1% | -5.0% | +5.1% | +8.4% |
| 3M | -15.3% | -4.9% | -10.4% | -8.6% |
| 6M | +5.5% | -1.5% | +7.0% | +7.1% |
| YTD | -8.0% | +8.5% | -16.5% | -19.8% |
| 1Y | +18.9% | +11.4% | +7.5% | -0.3% |
| 3Y | +135.5% | +70.1% | +65.5% | +0.7% |
| All | +39.5% | +53.4% | -13.9% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling