+905.2%
VRT vs EXPD
+61.6%
+843.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.9% |
| 7D | +9.1% | -1.1% | +10.3% | +9.8% |
| 30D | +0.9% | +4.1% | -3.1% | -1.2% |
| 3M | -13.4% | +17.9% | -31.3% | -21.1% |
| 6M | +11.7% | +29.2% | -17.5% | -4.2% |
| YTD | +73.2% | +27.4% | +45.9% | +47.9% |
| 1Y | +123.4% | +56.8% | +66.6% | +64.9% |
| 3Y | +606.2% | +68.0% | +538.1% | +373.7% |
| All | +905.2% | +61.6% | +843.7% | +500.7% |
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