+741.0%
VTRS vs EXPD
+31,843.0%
-31,101.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +0.8% |
| 7D | +4.6% | +5.5% | -0.9% | +3.3% |
| 30D | +19.4% | -0.8% | +20.2% | +19.5% |
| 3M | +30.8% | +4.1% | +26.6% | +29.4% |
| 6M | +21.6% | +25.7% | -4.0% | +15.1% |
| YTD | +71.2% | +31.4% | +39.8% | +59.4% |
| 1Y | +97.6% | +42.2% | +55.4% | +80.6% |
| 3Y | +163.9% | +77.2% | +86.7% | +127.9% |
| 5Y | +82.1% | +61.0% | +21.1% | +59.2% |
| 10Y | -31.3% | +334.8% | -366.1% | -51.7% |
| All | +741.0% | +31,843.0% | -31,101.9% | +185.4% |
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