+35.3%
VGT vs EXR
-0.7%
+36.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.3% |
| 7D | -0.2% | -1.2% | +1.0% | -0.2% |
| 30D | -0.4% | -6.2% | +5.8% | -0.8% |
| 3M | +4.4% | -7.4% | +11.8% | +4.0% |
| 6M | +32.1% | -0.5% | +32.6% | +29.8% |
| YTD | +28.8% | +8.1% | +20.7% | +27.6% |
| 1Y | +35.3% | -2.9% | +38.2% | +31.5% |
| All | +35.3% | -0.7% | +36.0% | +31.5% |
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 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