+322.5%
VOO vs EXR
+144.7%
+177.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | +0.3% |
| 7D | -0.4% | -3.1% | +2.7% | +0.5% |
| 30D | -1.4% | -7.5% | +6.1% | +0.9% |
| 3M | +3.7% | -7.5% | +11.2% | +5.9% |
| 6M | +13.0% | -5.2% | +18.2% | +14.3% |
| YTD | +12.4% | +6.5% | +5.9% | +9.6% |
| 1Y | +18.6% | -2.0% | +20.6% | +18.3% |
| 3Y | +78.1% | +21.5% | +56.5% | +62.1% |
| 5Y | +82.3% | -11.5% | +93.8% | +81.1% |
| 10Y | +322.5% | +148.0% | +174.5% | +218.8% |
| All | +322.5% | +144.7% | +177.8% | +218.8% |
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 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