+6.1%
VNQ vs EXPD
+60.9%
-54.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.2% |
| 7D | +0.8% | +5.5% | -4.7% | -0.9% |
| 30D | +6.8% | -0.8% | +7.6% | +6.9% |
| 3M | -1.3% | +4.1% | -5.4% | -2.7% |
| 6M | +2.4% | +25.7% | -23.3% | -5.1% |
| YTD | +12.1% | +31.4% | -19.3% | +1.3% |
| 1Y | +12.0% | +42.2% | -30.2% | -1.8% |
| 3Y | +44.8% | +77.2% | -32.4% | +13.9% |
| All | +6.1% | +60.9% | -54.7% | -16.0% |
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