+23.5%
EXR vs VT
+75.0%
-51.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.6% | +0.4% | -3.0% | -2.9% |
| 30D | -7.2% | +1.0% | -8.2% | -7.8% |
| 3M | -3.5% | +2.4% | -5.9% | -5.4% |
| 6M | -5.3% | +12.0% | -17.3% | -13.7% |
| YTD | +9.4% | +15.3% | -6.0% | -2.8% |
| 1Y | +1.3% | +22.6% | -21.3% | -14.5% |
| All | +23.5% | +75.0% | -51.5% | -32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling