+112.0%
VSH vs EXR
+1.1%
+110.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.7% | +4.6% |
| 7D | +4.1% | -2.6% | +6.6% | +4.3% |
| 30D | -4.2% | -7.2% | +3.0% | -3.4% |
| 3M | -50.0% | -3.5% | -46.5% | -50.6% |
| 6M | +80.2% | -5.3% | +85.5% | +76.2% |
| YTD | +121.1% | +9.4% | +111.7% | +99.8% |
| 1Y | +112.0% | +1.3% | +110.7% | +97.2% |
| All | +112.0% | +1.1% | +110.9% | +97.2% |
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