+99.0%
EXP price history and return analytics
+222.7%
-123.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.2% |
| 7D | -3.7% | +2.9% | -6.6% | -7.4% |
| 30D | +11.2% | -2.5% | +13.7% | +14.8% |
| 3M | -13.5% | -3.3% | -10.2% | -9.6% |
| 6M | -9.6% | +1.5% | -11.1% | -11.9% |
| YTD | -11.5% | +11.4% | -22.8% | -24.1% |
| 1Y | -11.6% | +11.9% | -23.6% | -24.8% |
| 3Y | +10.1% | +73.9% | -63.8% | -48.7% |
| 5Y | +14.5% | +57.9% | -43.4% | -38.1% |
| All | +99.0% | +222.7% | -123.7% | -59.0% |
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