+32.6%
VO vs EXR
-0.3%
+33.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.1% |
| 7D | -2.6% | +5.2% | -7.8% | -4.3% |
| 30D | -0.9% | +20.9% | -21.8% | -7.3% |
| 3M | -3.0% | +7.7% | -10.7% | -5.6% |
| 6M | +2.2% | +13.2% | -11.0% | -2.5% |
| YTD | +10.6% | +26.5% | -15.9% | +1.1% |
| 1Y | +12.5% | +27.2% | -14.7% | +2.6% |
| 3Y | +61.4% | +71.5% | -10.1% | +26.6% |
| All | +32.6% | -0.3% | +33.0% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling