+148.5%
VLO vs EXR
+0.3%
+148.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | +5.8% | -0.7% | +6.4% | +5.6% |
| 30D | +28.3% | -6.9% | +35.3% | +26.4% |
| 3M | +48.7% | -3.0% | +51.7% | +47.8% |
| 6M | +71.9% | -2.9% | +74.9% | +73.2% |
| YTD | +138.7% | +9.3% | +129.4% | +139.7% |
| 1Y | +148.5% | -0.9% | +149.4% | +144.2% |
| All | +148.5% | +0.3% | +148.1% | +144.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling