+153.1%
EXPE price history and return analytics
+221.4%
-68.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.2% |
| 7D | -9.8% | +1.0% | -10.8% | -11.0% |
| 30D | -11.5% | -0.2% | -11.3% | -11.3% |
| 3M | +21.7% | +4.5% | +17.2% | +13.9% |
| 6M | +10.4% | +14.1% | -3.7% | -9.3% |
| YTD | -2.5% | +14.8% | -17.3% | -20.7% |
| 1Y | +27.3% | +21.2% | +6.1% | -3.9% |
| 3Y | +153.5% | +76.6% | +76.9% | +14.0% |
| 5Y | +91.1% | +66.6% | +24.5% | -4.2% |
| 10Y | +153.1% | +222.3% | -69.2% | -39.6% |
| All | +153.1% | +221.4% | -68.3% | -39.6% |
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