+208.5%
EXR price history and return analytics
+223.7%
-15.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.1% |
| 7D | +2.7% | +0.4% | +2.3% | +2.3% |
| 30D | +18.9% | -2.6% | +21.5% | +20.8% |
| 3M | +8.4% | -3.2% | +11.6% | +10.5% |
| 6M | +14.3% | +0.9% | +13.4% | +12.9% |
| YTD | +27.2% | +11.3% | +15.9% | +17.5% |
| 1Y | +25.9% | +14.0% | +11.9% | +14.3% |
| 3Y | +54.6% | +75.8% | -21.2% | +4.4% |
| 5Y | -0.6% | +57.8% | -58.4% | -28.9% |
| 10Y | +208.5% | +219.8% | -11.3% | +58.2% |
| All | +208.5% | +223.7% | -15.2% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling