+36.0%
VIK vs EXR
+1.1%
+34.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.8% |
| 7D | -3.0% | -2.6% | -0.5% | -1.9% |
| 30D | -20.7% | -7.2% | -13.5% | -18.0% |
| 3M | -4.6% | -3.5% | -1.1% | -3.5% |
| 6M | +14.0% | -5.3% | +19.3% | +12.9% |
| YTD | +20.2% | +9.4% | +10.8% | +15.0% |
| 1Y | +36.0% | +1.3% | +34.7% | +29.8% |
| All | +36.0% | +1.1% | +34.9% | +29.8% |
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