+725.0%
VTV vs EXPD
+1,174.6%
-449.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +0.5% | -1.1% | +1.7% | +1.0% |
| 30D | +1.1% | +4.1% | -3.0% | -0.5% |
| 3M | +5.9% | +17.9% | -12.0% | -1.0% |
| 6M | +11.6% | +29.2% | -17.6% | +0.3% |
| YTD | +19.8% | +27.4% | -7.5% | +7.4% |
| 1Y | +26.2% | +56.8% | -30.6% | +3.5% |
| 3Y | +68.5% | +68.0% | +0.4% | +32.0% |
| 5Y | +79.9% | +61.9% | +18.0% | +39.5% |
| 10Y | +229.7% | +316.0% | -86.3% | +70.9% |
| All | +725.0% | +1,174.6% | -449.5% | +179.0% |
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