+91.4%
EXPE vs VTEB
+1.2%
+90.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +0.8% |
| 7D | -5.8% | -0.9% | -4.9% | -4.3% |
| 30D | -13.6% | -2.5% | -11.1% | -9.8% |
| 3M | +25.2% | -3.0% | +28.1% | +31.8% |
| 6M | +22.3% | -2.1% | +24.5% | +27.2% |
| YTD | -0.3% | -1.5% | +1.2% | +2.6% |
| 1Y | +27.8% | +0.2% | +27.6% | +28.1% |
| 3Y | +162.4% | +8.6% | +153.9% | +119.4% |
| All | +91.4% | +1.2% | +90.1% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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