-1.5%
EXR vs VT
+59.8%
-61.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.7% |
| 7D | -1.1% | -0.7% | -0.4% | -0.7% |
| 30D | +18.8% | -1.7% | +20.5% | +20.2% |
| 3M | +9.9% | -2.3% | +12.2% | +11.7% |
| 6M | +12.6% | +1.5% | +11.1% | +10.3% |
| YTD | +26.5% | +12.0% | +14.4% | +13.7% |
| 1Y | +24.5% | +12.9% | +11.6% | +11.1% |
| 3Y | +52.4% | +74.9% | -22.5% | -9.9% |
| 5Y | -1.5% | +59.9% | -61.4% | -37.2% |
| All | -1.5% | +59.8% | -61.3% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling