+63.9%
VXUS vs EXPE
+131.0%
-67.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.6% |
| 7D | -1.8% | -9.3% | +7.6% | -0.9% |
| 30D | -4.6% | +0.1% | -4.7% | -4.7% |
| 3M | -6.1% | -15.3% | +9.2% | -4.8% |
| 6M | -4.9% | +5.5% | -10.4% | -6.1% |
| YTD | +8.1% | -8.0% | +16.0% | +7.8% |
| 1Y | +12.1% | +18.9% | -6.8% | +7.8% |
| 3Y | +63.9% | +135.5% | -71.7% | +40.6% |
| All | +63.9% | +131.0% | -67.1% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling