+216.8%
EXPO price history and return analytics
+221.8%
-4.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +3.9% | +2.4% | +1.6% | +1.9% |
| 30D | +22.8% | -1.5% | +24.3% | +24.0% |
| 3M | +28.6% | -4.1% | +32.7% | +32.5% |
| 6M | +61.6% | +0.6% | +61.1% | +59.3% |
| YTD | +27.5% | +11.0% | +16.4% | +15.1% |
| 1Y | +27.1% | +13.3% | +13.8% | +12.8% |
| 3Y | +23.6% | +73.4% | -49.8% | -24.3% |
| 5Y | -25.2% | +57.4% | -82.7% | -50.4% |
| All | +216.8% | +221.8% | -4.9% | +8.6% |
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