+203.7%
EXPO price history and return analytics
+221.4%
-17.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -3.0% | +1.0% | -4.0% | -3.8% |
| 30D | +2.1% | -0.2% | +2.3% | +2.2% |
| 3M | +16.1% | +4.5% | +11.5% | +11.4% |
| 6M | -4.7% | +14.1% | -18.7% | -15.5% |
| YTD | -0.9% | +14.8% | -15.7% | -12.5% |
| 1Y | -2.7% | +21.2% | -23.9% | -18.1% |
| 3Y | -19.6% | +76.6% | -96.2% | -51.2% |
| 5Y | -37.4% | +66.6% | -104.0% | -60.2% |
| 10Y | +203.7% | +222.3% | -18.6% | +7.2% |
| All | +203.7% | +221.4% | -17.7% | +7.2% |
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