+77.2%
EXPD price history and return analytics
+74.0%
+3.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.3% |
| 7D | +5.5% | +2.4% | +3.2% | +3.9% |
| 30D | -0.8% | -1.5% | +0.7% | +0.2% |
| 3M | +4.1% | -4.1% | +8.3% | +7.0% |
| 6M | +25.7% | +0.6% | +25.1% | +24.8% |
| YTD | +31.4% | +11.0% | +20.4% | +21.7% |
| 1Y | +42.2% | +13.3% | +28.8% | +29.6% |
| 3Y | +77.2% | +73.4% | +3.8% | +16.0% |
| All | +77.2% | +74.0% | +3.2% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling