+493.1%
VRTX vs EXR
+215.3%
+277.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | -0.4% | +2.7% | -3.1% | -1.0% |
| 30D | +8.0% | +18.9% | -10.9% | +3.5% |
| 3M | +11.0% | +8.4% | +2.7% | +8.8% |
| 6M | +28.2% | +14.3% | +13.9% | +23.8% |
| YTD | +21.5% | +27.2% | -5.7% | +14.2% |
| 1Y | +34.5% | +25.9% | +8.6% | +26.7% |
| 3Y | +49.5% | +54.6% | -5.2% | +32.7% |
| 5Y | +188.3% | -0.6% | +188.9% | +180.4% |
| 10Y | +493.1% | +208.5% | +284.6% | +354.6% |
| All | +493.1% | +215.3% | +277.8% | +354.6% |
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