+77.7%
VTV vs EXR
-1.8%
+79.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +2.9% | -0.4% | +3.3% | +3.0% |
| 30D | +3.8% | +18.2% | -14.4% | -0.7% |
| 3M | +1.6% | +7.3% | -5.8% | -0.4% |
| 6M | +11.2% | +13.8% | -2.6% | +7.2% |
| YTD | +22.0% | +25.9% | -3.9% | +14.2% |
| 1Y | +24.9% | +25.8% | -0.9% | +16.9% |
| 3Y | +78.5% | +53.7% | +24.8% | +55.5% |
| All | +77.7% | -1.8% | +79.4% | +71.4% |
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