+919.3%
VZ vs EXPD
+32,316.9%
-31,397.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +2.5% |
| 7D | +6.9% | +0.3% | +6.7% | +6.9% |
| 30D | +2.3% | +1.8% | +0.4% | +2.0% |
| 3M | 0.0% | +8.9% | -8.9% | -1.3% |
| 6M | +0.2% | +42.2% | -42.0% | -5.1% |
| YTD | +20.9% | +33.4% | -12.5% | +15.1% |
| 1Y | +25.2% | +47.2% | -21.9% | +17.4% |
| 3Y | +55.9% | +81.3% | -25.4% | +40.4% |
| 5Y | +22.6% | +60.2% | -37.6% | +11.4% |
| 10Y | +68.6% | +339.5% | -270.9% | +29.9% |
| All | +919.3% | +32,316.9% | -31,397.5% | +479.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling