+5,797.6%
VRTX vs EXR
+2,662.2%
+3,135.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.7% |
| 7D | +0.8% | -2.6% | +3.4% | +1.7% |
| 30D | +12.6% | -7.2% | +19.8% | +15.4% |
| 3M | +23.6% | -3.5% | +27.1% | +24.9% |
| 6M | +14.3% | -5.3% | +19.6% | +16.1% |
| YTD | +20.5% | +9.4% | +11.1% | +16.4% |
| 1Y | +37.6% | +1.3% | +36.3% | +36.1% |
| 3Y | +55.5% | +22.4% | +33.1% | +40.9% |
| 5Y | +175.7% | -12.2% | +188.0% | +173.0% |
| 10Y | +474.2% | +148.6% | +325.6% | +270.5% |
| All | +5,797.6% | +2,662.2% | +3,135.4% | +1,328.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling