+74.0%
VTI vs EXPD
+60.9%
+13.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.1% |
| 7D | +0.6% | -0.9% | +1.6% | +0.9% |
| 30D | -1.1% | +4.1% | -5.2% | -2.4% |
| 3M | +3.9% | +13.8% | -9.9% | -0.6% |
| 6M | +14.6% | +27.3% | -12.7% | +5.3% |
| YTD | +13.3% | +25.4% | -12.1% | +3.8% |
| 1Y | +19.2% | +54.4% | -35.2% | +0.4% |
| 3Y | +77.4% | +67.9% | +9.5% | +41.4% |
| 5Y | +74.0% | +59.2% | +14.9% | +34.9% |
| All | +74.0% | +60.9% | +13.1% | +34.9% |
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