+3,958.6%
VLO vs EXR
+3,094.9%
+863.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | -13.3% | +5.2% | -18.5% | -15.2% |
| 30D | -18.3% | +20.9% | -39.2% | -24.7% |
| 3M | +14.3% | +7.7% | +6.6% | +10.4% |
| 6M | +47.6% | +13.2% | +34.5% | +39.0% |
| YTD | +116.0% | +26.5% | +89.5% | +92.3% |
| 1Y | +101.0% | +27.2% | +73.8% | +78.3% |
| 3Y | +199.0% | +71.5% | +127.5% | +124.4% |
| 5Y | +419.0% | +0.4% | +418.7% | +373.1% |
| 10Y | +778.2% | +225.2% | +553.0% | +335.5% |
| All | +3,958.6% | +3,094.9% | +863.7% | +558.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling