+120.6%
VLO vs EXR
+28.1%
+92.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.1% | -8.8% | -4.8% |
| 7D | -6.0% | +11.3% | -17.2% | -3.1% |
| 30D | -12.9% | +21.2% | -34.0% | -8.4% |
| 3M | +18.3% | +8.7% | +9.6% | +21.3% |
| 6M | +46.4% | +18.2% | +28.2% | +53.4% |
| YTD | +127.7% | +27.9% | +99.8% | +136.2% |
| 1Y | +120.6% | +28.3% | +92.3% | +130.1% |
| All | +120.6% | +28.1% | +92.6% | +130.1% |
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