+80.5%
VTV vs EXR
-11.2%
+91.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -2.1% | -3.2% | +1.2% | -1.2% |
| 30D | -1.3% | -6.9% | +5.6% | +0.5% |
| 3M | +5.6% | -7.8% | +13.4% | +7.7% |
| 6M | +12.4% | -4.9% | +17.3% | +13.5% |
| YTD | +17.6% | +7.2% | +10.5% | +15.0% |
| 1Y | +23.5% | -1.5% | +25.0% | +23.2% |
| 3Y | +67.0% | +22.3% | +44.8% | +55.0% |
| 5Y | +80.5% | -10.9% | +91.5% | +83.0% |
| All | +80.5% | -11.2% | +91.7% | +83.0% |
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