+12.1%
IVV vs EXR
+24.1%
-12.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +3.3% | -1.2% | +4.5% | +3.5% |
| 30D | -2.7% | +18.3% | -20.9% | -4.5% |
| 3M | -1.7% | +9.1% | -10.8% | -2.6% |
| 6M | +3.2% | +11.7% | -8.6% | +1.5% |
| YTD | +12.0% | +25.7% | -13.7% | +7.7% |
| 1Y | +12.1% | +24.9% | -12.8% | +7.8% |
| All | +12.1% | +24.1% | -12.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling