+714.5%
EXP price history and return analytics
+345.0%
+369.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | +0.3% |
| 7D | +4.1% | -4.2% | +8.2% | +9.4% |
| 30D | +10.3% | -5.8% | +16.1% | +18.3% |
| 3M | -13.2% | -5.2% | -7.9% | -7.6% |
| 6M | -9.5% | +0.1% | -9.7% | -9.9% |
| YTD | -8.1% | +8.2% | -16.3% | -16.4% |
| 1Y | -8.2% | +10.1% | -18.3% | -18.3% |
| 3Y | +16.2% | +69.7% | -53.4% | -37.1% |
| 5Y | +25.1% | +53.4% | -28.3% | -22.7% |
| 10Y | +141.8% | +219.2% | -77.5% | -30.5% |
| All | +714.5% | +345.0% | +369.5% | +119.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling