+1,481.1%
VTR vs EXPD
+7,492.9%
-6,011.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.3% |
| 7D | -1.7% | -1.1% | -0.5% | -1.4% |
| 30D | -2.4% | +4.1% | -6.5% | -3.6% |
| 3M | +14.8% | +17.9% | -3.1% | +9.1% |
| 6M | +5.3% | +29.2% | -23.9% | -3.0% |
| YTD | +18.1% | +27.4% | -9.3% | +8.5% |
| 1Y | +36.7% | +56.8% | -20.1% | +17.4% |
| 3Y | +130.1% | +68.0% | +62.0% | +90.7% |
| 5Y | +89.5% | +61.9% | +27.6% | +56.5% |
| 10Y | +87.4% | +316.0% | -228.6% | +16.1% |
| All | +1,481.1% | +7,492.9% | -6,011.8% | +533.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling