+36.2%
VWO vs EXPD
+60.9%
-24.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | +0.9% | -0.9% | +1.8% | +1.1% |
| 30D | +1.3% | +4.1% | -2.8% | +0.4% |
| 3M | +5.1% | +13.8% | -8.7% | +2.1% |
| 6M | +12.5% | +27.3% | -14.7% | +6.5% |
| YTD | +14.0% | +25.4% | -11.4% | +7.7% |
| 1Y | +19.7% | +54.4% | -34.6% | +7.0% |
| 3Y | +66.8% | +67.9% | -1.1% | +43.7% |
| 5Y | +36.2% | +59.2% | -23.0% | +15.1% |
| All | +36.2% | +60.9% | -24.7% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling