+28.8%
VCIT vs EXR
+148.5%
-119.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -0.3% | -2.6% | +2.2% | -0.2% |
| 30D | -0.8% | -7.2% | +6.4% | -0.3% |
| 3M | -1.0% | -3.5% | +2.5% | -0.8% |
| 6M | -1.8% | -5.3% | +3.5% | -1.6% |
| YTD | -0.7% | +9.4% | -10.0% | -1.4% |
| 1Y | +1.0% | +1.3% | -0.3% | +0.7% |
| 3Y | +18.8% | +22.4% | -3.6% | +16.8% |
| 5Y | +3.5% | -12.2% | +15.7% | +3.0% |
| All | +28.8% | +148.5% | -119.7% | +23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling