+313.7%
VOO vs EXR
+217.4%
+96.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -0.9% | -1.1% | +0.2% | -0.6% |
| 30D | -2.3% | +18.8% | -21.1% | -7.2% |
| 3M | -1.2% | +9.9% | -11.1% | -4.0% |
| 6M | +3.3% | +12.6% | -9.3% | -0.6% |
| YTD | +12.3% | +26.5% | -14.2% | +4.0% |
| 1Y | +12.5% | +24.5% | -12.0% | +4.6% |
| 3Y | +79.2% | +52.4% | +26.8% | +52.2% |
| 5Y | +75.7% | -1.5% | +77.2% | +69.5% |
| 10Y | +313.7% | +216.0% | +97.7% | +195.3% |
| All | +313.7% | +217.4% | +96.3% | +195.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling