-11.7%
EXR vs VOO
+82.3%
-94.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | -0.7% | +0.5% | -1.2% | -1.1% |
| 30D | -6.9% | -0.9% | -6.0% | -6.3% |
| 3M | -3.0% | +3.9% | -6.9% | -6.1% |
| 6M | -2.9% | +14.5% | -17.5% | -13.1% |
| YTD | +9.3% | +13.0% | -3.7% | -1.2% |
| 1Y | -0.9% | +19.4% | -20.4% | -14.5% |
| 3Y | +24.7% | +78.9% | -54.2% | -25.6% |
| 5Y | -11.7% | +82.3% | -94.0% | -48.8% |
| All | -11.7% | +82.3% | -94.0% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling