+77.7%
VTV vs EXPE
+46.0%
+31.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +2.9% | -0.5% | +3.4% | +3.0% |
| 30D | +3.8% | -6.1% | +9.9% | +4.4% |
| 3M | +1.6% | -21.3% | +22.9% | +4.5% |
| 6M | +11.2% | +19.0% | -7.8% | +7.6% |
| YTD | +22.0% | -8.4% | +30.4% | +21.6% |
| 1Y | +24.9% | -2.8% | +27.7% | +23.1% |
| 3Y | +78.5% | +120.8% | -42.3% | +50.1% |
| All | +77.7% | +46.0% | +31.7% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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