+69.7%
VT vs EXPE
+142.8%
-73.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.7% | +9.7% | -2.3% |
| 7D | -4.2% | -3.6% | -0.5% | -3.8% |
| 30D | -5.8% | +4.8% | -10.6% | -6.6% |
| 3M | -5.2% | -14.6% | +9.4% | -3.7% |
| 6M | +0.1% | +10.0% | -9.8% | -2.1% |
| YTD | +8.2% | -3.3% | +11.5% | +7.2% |
| 1Y | +10.1% | +28.4% | -18.3% | +3.5% |
| All | +69.7% | +142.8% | -73.1% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling