-2.7%
EXR price history and return analytics
+57.0%
-59.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -0.4% | +2.4% | -2.8% | -2.3% |
| 30D | +18.2% | -1.5% | +19.7% | +19.4% |
| 3M | +7.3% | -4.1% | +11.5% | +10.7% |
| 6M | +13.8% | +0.6% | +13.3% | +12.4% |
| YTD | +25.9% | +11.0% | +14.9% | +14.0% |
| 1Y | +25.8% | +13.3% | +12.5% | +11.8% |
| 3Y | +53.7% | +73.4% | -19.7% | -8.5% |
| All | -2.7% | +57.0% | -59.8% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling