+33.5%
VIK vs EXR
-1.5%
+35.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.5% |
| 7D | -1.8% | -3.2% | +1.4% | -0.3% |
| 30D | -17.3% | -6.9% | -10.4% | -14.5% |
| 3M | -5.1% | -7.8% | +2.7% | -1.7% |
| 6M | +16.2% | -4.9% | +21.1% | +15.7% |
| YTD | +17.6% | +7.2% | +10.5% | +13.4% |
| 1Y | +33.5% | -1.5% | +35.0% | +28.5% |
| All | +33.5% | -1.5% | +35.0% | +28.5% |
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