+49.9%
VEA vs EXPD
+56.8%
-6.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +0.2% |
| 7D | -2.2% | -7.2% | +4.9% | -0.4% |
| 30D | -3.4% | -3.3% | -0.1% | -2.6% |
| 3M | -5.6% | +3.4% | -9.0% | -6.6% |
| 6M | -3.4% | +22.7% | -26.1% | -8.8% |
| YTD | +9.7% | +24.5% | -14.8% | +2.2% |
| 1Y | +15.4% | +38.6% | -23.3% | +4.0% |
| 3Y | +68.5% | +71.5% | -3.0% | +38.8% |
| All | +49.9% | +56.8% | -6.8% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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