+111.5%
VGT vs EXR
-0.9%
+112.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -1.6% | -1.1% | -0.4% | -1.2% |
| 30D | -10.1% | +18.8% | -28.9% | -14.8% |
| 3M | -5.3% | +9.9% | -15.2% | -8.1% |
| 6M | +0.2% | +12.6% | -12.4% | -4.0% |
| YTD | +21.1% | +26.5% | -5.4% | +11.0% |
| 1Y | +18.2% | +24.5% | -6.3% | +8.8% |
| 3Y | +107.4% | +52.4% | +55.0% | +68.2% |
| 5Y | +111.5% | -1.5% | +113.1% | +102.0% |
| All | +111.5% | -0.9% | +112.4% | +102.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling