+86.4%
VTRS vs EXPD
+66.3%
+20.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | -0.1% | -0.9% | +0.8% | +0.1% |
| 30D | +1.9% | +4.1% | -2.2% | +0.6% |
| 3M | +5.1% | +13.8% | -8.7% | +1.1% |
| 6M | +20.1% | +27.3% | -7.2% | +11.4% |
| YTD | +36.6% | +25.4% | +11.1% | +26.2% |
| 1Y | +64.1% | +54.4% | +9.7% | +39.5% |
| 3Y | +86.4% | +67.9% | +18.5% | +47.2% |
| All | +86.4% | +66.3% | +20.1% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling