+131.7%
EXP price history and return analytics
+215.5%
-83.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -2.0% |
| 7D | +1.3% | -2.3% | +3.6% | +4.6% |
| 30D | +11.1% | -5.0% | +16.0% | +18.8% |
| 3M | -11.9% | -4.9% | -7.0% | -5.8% |
| 6M | -14.1% | -1.5% | -12.5% | -12.7% |
| YTD | -9.6% | +8.5% | -18.1% | -19.6% |
| 1Y | -9.0% | +11.4% | -20.4% | -22.1% |
| 3Y | +14.4% | +70.1% | -55.7% | -45.1% |
| 5Y | +23.0% | +53.7% | -30.8% | -31.0% |
| All | +131.7% | +215.5% | -83.9% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling