+68.3%
VTV vs EXR
+24.5%
+43.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.3% | -0.7% | +1.0% | +0.5% |
| 30D | +0.1% | -6.9% | +7.1% | +1.9% |
| 3M | +6.2% | -3.0% | +9.2% | +6.8% |
| 6M | +13.5% | -2.9% | +16.4% | +14.0% |
| YTD | +18.9% | +9.3% | +9.6% | +15.9% |
| 1Y | +25.8% | -0.9% | +26.7% | +25.3% |
| All | +68.3% | +24.5% | +43.8% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling