+733.3%
VTV vs EXPD
+1,177.2%
-443.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | 0.0% | -7.4% | +7.4% | +3.0% |
| 30D | +3.2% | -2.1% | +5.3% | +4.0% |
| 3M | +1.7% | +5.7% | -4.0% | -0.8% |
| 6M | +11.0% | +21.4% | -10.3% | +2.4% |
| YTD | +21.0% | +27.6% | -6.6% | +8.1% |
| 1Y | +24.3% | +36.1% | -11.9% | +8.1% |
| 3Y | +76.9% | +69.9% | +7.1% | +37.9% |
| 5Y | +76.9% | +59.7% | +17.3% | +38.2% |
| 10Y | +227.8% | +323.0% | -95.2% | +68.6% |
| All | +733.3% | +1,177.2% | -443.9% | +181.0% |
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