+612.2%
VTV vs EXPE
+723.5%
-111.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | +2.9% | -0.5% | +3.4% | +3.0% |
| 30D | +3.8% | -6.1% | +9.9% | +4.7% |
| 3M | +1.6% | -21.3% | +22.9% | +5.9% |
| 6M | +11.2% | +19.0% | -7.8% | +5.7% |
| YTD | +22.0% | -8.4% | +30.4% | +20.9% |
| 1Y | +24.9% | -2.8% | +27.7% | +21.9% |
| 3Y | +78.5% | +120.8% | -42.3% | +40.1% |
| 5Y | +77.8% | +46.2% | +31.6% | +46.2% |
| 10Y | +231.1% | +123.8% | +107.2% | +124.6% |
| All | +612.2% | +723.5% | -111.3% | +148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling