-1.2%
VMC vs EXR
+25.3%
-26.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.7% |
| 7D | -1.3% | -0.4% | -0.8% | -1.0% |
| 30D | +15.5% | +18.2% | -2.8% | +5.9% |
| 3M | +0.6% | +7.3% | -6.8% | -3.3% |
| 6M | +2.1% | +13.8% | -11.8% | -4.4% |
| YTD | -1.6% | +25.9% | -27.5% | -11.3% |
| 1Y | -1.2% | +25.8% | -27.0% | -10.9% |
| All | -1.2% | +25.3% | -26.4% | -10.9% |
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