+54.4%
VXUS vs EXPE
+111.8%
-57.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | +1.0% | -9.5% | +10.5% | +2.5% |
| 30D | +2.2% | -6.6% | +8.8% | +3.1% |
| 3M | +3.0% | +31.4% | -28.4% | -1.9% |
| 6M | +10.7% | +35.2% | -24.5% | +4.4% |
| YTD | +17.8% | +5.8% | +12.0% | +15.2% |
| 1Y | +27.6% | +38.7% | -11.1% | +18.2% |
| 3Y | +73.3% | +175.8% | -102.5% | +36.0% |
| All | +54.4% | +111.8% | -57.4% | +25.3% |
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