+2,646.3%
VGT vs EXR
+3,075.0%
-428.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.3% |
| 7D | +5.6% | -1.2% | +6.8% | +6.1% |
| 30D | -10.6% | +18.3% | -28.9% | -15.5% |
| 3M | -6.9% | +9.1% | -16.0% | -9.7% |
| 6M | +0.9% | +11.7% | -10.8% | -3.4% |
| YTD | +20.4% | +25.7% | -5.3% | +10.4% |
| 1Y | +17.4% | +24.9% | -7.5% | +7.7% |
| 3Y | +106.3% | +51.4% | +54.8% | +72.8% |
| 5Y | +107.9% | -1.9% | +109.8% | +99.2% |
| 10Y | +730.9% | +214.0% | +517.0% | +418.9% |
| All | +2,646.3% | +3,075.0% | -428.7% | +626.7% |
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