+80.3%
VTV vs EXPD
+60.9%
+19.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | +0.3% | -0.9% | +1.2% | +0.5% |
| 30D | +0.1% | +4.1% | -3.9% | -0.9% |
| 3M | +6.2% | +13.8% | -7.6% | +2.5% |
| 6M | +13.5% | +27.3% | -13.8% | +6.0% |
| YTD | +18.9% | +25.4% | -6.6% | +10.8% |
| 1Y | +25.8% | +54.4% | -28.6% | +9.8% |
| 3Y | +68.7% | +67.9% | +0.9% | +41.3% |
| 5Y | +80.3% | +59.2% | +21.2% | +48.3% |
| All | +80.3% | +60.9% | +19.4% | +48.3% |
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