+1,142.6%
EXPO price history and return analytics
+346.0%
+796.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | +4.7% | -2.3% | +7.0% | +6.6% |
| 30D | +21.9% | -5.0% | +26.8% | +26.5% |
| 3M | +27.5% | -4.9% | +32.3% | +32.1% |
| 6M | +32.1% | -1.5% | +33.7% | +32.5% |
| YTD | +22.6% | +8.5% | +14.2% | +13.6% |
| 1Y | +20.1% | +11.4% | +8.7% | +8.8% |
| 3Y | +19.7% | +70.1% | -50.4% | -23.0% |
| 5Y | -24.2% | +53.7% | -78.0% | -47.3% |
| 10Y | +237.0% | +220.0% | +17.0% | +31.7% |
| All | +1,142.6% | +346.0% | +796.6% | +245.9% |
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