+172.8%
VEU vs EXR
+1,687.6%
-1,514.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +2.1% | -0.4% | +2.5% | +2.3% |
| 30D | -0.9% | +18.2% | -19.1% | -6.7% |
| 3M | -5.4% | +7.3% | -12.7% | -7.9% |
| 6M | -1.8% | +13.8% | -15.6% | -6.6% |
| YTD | +10.9% | +25.9% | -15.0% | +1.5% |
| 1Y | +13.6% | +25.8% | -12.2% | +3.9% |
| 3Y | +69.3% | +53.7% | +15.5% | +40.5% |
| 5Y | +48.1% | -1.8% | +49.9% | +40.3% |
| 10Y | +148.0% | +214.5% | -66.6% | +41.7% |
| All | +172.8% | +1,687.6% | -1,514.7% | -35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling