+214.5%
EXR vs VT
+215.5%
-1.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +5.2% | -2.3% | +7.5% | +6.8% |
| 30D | +20.9% | -5.0% | +25.8% | +24.8% |
| 3M | +7.7% | -4.9% | +12.6% | +11.1% |
| 6M | +13.2% | -1.5% | +14.7% | +13.7% |
| YTD | +26.5% | +8.5% | +18.0% | +18.8% |
| 1Y | +27.2% | +11.4% | +15.8% | +17.3% |
| 3Y | +71.5% | +70.1% | +1.5% | +18.3% |
| 5Y | +0.4% | +53.7% | -53.4% | -26.9% |
| All | +214.5% | +215.5% | -1.0% | +64.8% |
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