+725.2%
VTV vs EXR
+2,662.2%
-1,937.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | +0.5% | -2.6% | +3.1% | +1.4% |
| 30D | +1.1% | -7.2% | +8.3% | +3.8% |
| 3M | +5.9% | -3.5% | +9.4% | +7.0% |
| 6M | +11.6% | -5.3% | +16.9% | +13.4% |
| YTD | +19.8% | +9.4% | +10.5% | +15.4% |
| 1Y | +26.2% | +1.3% | +24.9% | +24.6% |
| 3Y | +68.5% | +22.4% | +46.0% | +51.5% |
| 5Y | +79.9% | -12.2% | +92.1% | +77.8% |
| 10Y | +229.7% | +148.6% | +81.1% | +111.3% |
| All | +725.2% | +2,662.2% | -1,937.1% | +94.6% |
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