+46.1%
VXUS vs EXPD
+60.9%
-14.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.1% | +5.5% | -3.4% | +0.8% |
| 30D | -1.1% | -0.8% | -0.3% | -1.0% |
| 3M | -5.6% | +4.1% | -9.8% | -6.7% |
| 6M | -2.3% | +25.7% | -27.9% | -8.0% |
| YTD | +10.4% | +31.4% | -21.1% | +1.8% |
| 1Y | +13.1% | +42.2% | -29.1% | +1.9% |
| 3Y | +68.0% | +77.2% | -9.2% | +38.9% |
| All | +46.1% | +60.9% | -14.7% | +18.9% |
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