+73.7%
VTI vs EXR
-13.9%
+87.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.2% |
| 7D | -0.4% | -3.1% | +2.7% | +0.5% |
| 30D | -1.6% | -7.5% | +5.9% | +0.6% |
| 3M | +3.6% | -7.5% | +11.1% | +5.7% |
| 6M | +13.0% | -5.2% | +18.2% | +14.3% |
| YTD | +12.7% | +6.5% | +6.2% | +9.8% |
| 1Y | +18.4% | -2.0% | +20.4% | +18.0% |
| 3Y | +76.4% | +21.5% | +54.9% | +59.8% |
| 5Y | +73.7% | -11.5% | +85.2% | +76.4% |
| All | +73.7% | -13.9% | +87.6% | +76.4% |
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