+51.9%
VLTO vs EXR
+54.8%
-2.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +12.0% | +6.8% | +5.2% | +9.9% |
| 30D | +20.8% | +19.6% | +1.2% | +14.7% |
| 3M | +20.1% | +8.0% | +12.1% | +17.4% |
| 6M | +32.6% | +17.2% | +15.5% | +26.7% |
| YTD | +17.3% | +27.2% | -9.9% | +8.9% |
| 1Y | +17.3% | +26.1% | -8.8% | +9.1% |
| 3Y | +66.9% | +70.7% | -3.8% | +46.3% |
| All | +51.9% | +54.8% | -2.9% | +36.8% |
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