-39.3%
VG vs EXR
-1.5%
-37.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.6% |
| 7D | +1.7% | -2.6% | +4.3% | +1.3% |
| 30D | +16.0% | -7.2% | +23.2% | +14.7% |
| 3M | +9.7% | -3.5% | +13.2% | +9.1% |
| 6M | +29.6% | -5.3% | +34.9% | +31.8% |
| YTD | +112.0% | +9.4% | +102.7% | +107.8% |
| 1Y | +12.8% | +1.3% | +11.5% | +13.2% |
| All | -39.3% | -1.5% | -37.8% | -40.3% |
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