+729.6%
VTR vs EXR
+2,662.2%
-1,932.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.2% |
| 7D | -1.7% | -2.6% | +0.9% | +0.1% |
| 30D | -2.4% | -7.2% | +4.7% | +2.6% |
| 3M | +14.8% | -3.5% | +18.3% | +17.5% |
| 6M | +5.3% | -5.3% | +10.6% | +8.7% |
| YTD | +18.1% | +9.4% | +8.7% | +9.8% |
| 1Y | +36.7% | +1.3% | +35.4% | +32.6% |
| 3Y | +130.1% | +22.4% | +107.7% | +85.9% |
| 5Y | +89.5% | -12.2% | +101.7% | +83.0% |
| 10Y | +87.4% | +148.6% | -61.2% | -17.2% |
| All | +729.6% | +2,662.2% | -1,932.6% | -38.5% |
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