+1,989.3%
EXR vs VT
+363.9%
+1,625.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.5% |
| 7D | +11.3% | -0.3% | +11.6% | +11.5% |
| 30D | +21.2% | -1.4% | +22.6% | +22.7% |
| 3M | +8.7% | -1.4% | +10.1% | +10.0% |
| 6M | +18.2% | +5.5% | +12.7% | +11.5% |
| YTD | +27.9% | +12.8% | +15.1% | +13.0% |
| 1Y | +28.3% | +15.4% | +12.9% | +10.8% |
| 3Y | +71.7% | +76.9% | -5.2% | -2.2% |
| 5Y | -0.6% | +60.4% | -61.0% | -38.1% |
| 10Y | +229.0% | +232.8% | -3.8% | -9.5% |
| All | +1,989.3% | +363.9% | +1,625.4% | +270.2% |
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 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