+60.9%
VEA vs EXPE
+89.3%
-28.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.7% |
| 7D | +0.3% | -11.5% | +11.8% | +2.2% |
| 30D | +0.4% | -13.1% | +13.5% | +2.5% |
| 3M | +4.8% | +18.1% | -13.3% | +1.4% |
| 6M | +11.3% | +13.3% | -2.0% | +8.0% |
| YTD | +17.4% | -3.2% | +20.6% | +16.2% |
| 1Y | +26.2% | +26.1% | +0.1% | +18.4% |
| 3Y | +77.7% | +151.7% | -74.0% | +40.6% |
| 5Y | +60.9% | +88.3% | -27.4% | +31.1% |
| All | +60.9% | +89.3% | -28.3% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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