+27.4%
VRTX vs EXR
+26.8%
+0.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -0.4% | -1.1% | +0.8% | 0.0% |
| 30D | +7.9% | +18.8% | -10.9% | +2.0% |
| 3M | +3.3% | +9.9% | -6.6% | +0.1% |
| 6M | +25.7% | +12.6% | +13.1% | +20.6% |
| YTD | +20.7% | +26.5% | -5.8% | +10.4% |
| 1Y | +27.4% | +24.5% | +3.0% | +18.1% |
| All | +27.4% | +26.8% | +0.7% | +18.1% |
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