+188.2%
VRTX vs EXR
-1.8%
+190.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.6% | -0.4% | -1.1% | -1.4% |
| 30D | +8.0% | +18.2% | -10.2% | +3.5% |
| 3M | +4.3% | +7.3% | -3.0% | +2.4% |
| 6M | +18.9% | +13.8% | +5.0% | +14.8% |
| YTD | +18.8% | +25.9% | -7.1% | +11.7% |
| 1Y | +24.0% | +25.8% | -1.9% | +16.6% |
| 3Y | +42.1% | +53.7% | -11.6% | +26.2% |
| All | +188.2% | -1.8% | +190.0% | +183.3% |
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