+11.5%
VTV vs EXPD
+25.1%
-13.5%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.8% | +0.6% |
| 7D | -0.4% | -1.6% | +1.2% | -0.3% |
| 30D | +3.9% | +0.6% | +3.3% | +3.6% |
| 3M | +2.6% | +9.8% | -7.3% | +1.1% |
| 6M | +11.5% | +25.8% | -14.2% | +8.9% |
| All | +11.5% | +25.1% | -13.5% | +8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling