+1,491.8%
VTR vs EXPD
+7,508.6%
-6,016.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +3.8% | -7.4% | +11.2% | +6.1% |
| 30D | +10.1% | -2.1% | +12.2% | +10.7% |
| 3M | -1.2% | +5.7% | -6.9% | -3.0% |
| 6M | +4.8% | +21.4% | -16.6% | -1.6% |
| YTD | +18.9% | +27.6% | -8.7% | +8.9% |
| 1Y | +21.8% | +36.1% | -14.3% | +9.3% |
| 3Y | +132.0% | +69.9% | +62.1% | +91.3% |
| 5Y | +94.7% | +59.7% | +35.0% | +61.5% |
| 10Y | +136.8% | +323.0% | -186.2% | +45.8% |
| All | +1,491.8% | +7,508.6% | -6,016.7% | +535.7% |
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 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