+62.8%
VIG vs EXR
-13.9%
+76.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.1% |
| 7D | -1.2% | -3.1% | +1.9% | -0.4% |
| 30D | -2.8% | -7.5% | +4.7% | -0.8% |
| 3M | +2.5% | -7.5% | +10.0% | +4.5% |
| 6M | +8.1% | -5.2% | +13.3% | +9.3% |
| YTD | +9.6% | +6.5% | +3.1% | +7.1% |
| 1Y | +14.2% | -2.0% | +16.2% | +14.0% |
| 3Y | +56.1% | +21.5% | +34.6% | +43.8% |
| 5Y | +62.8% | -11.5% | +74.4% | +66.5% |
| All | +62.8% | -13.9% | +76.7% | +66.5% |
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 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