+1.8%
VEEV vs EXR
+24.1%
-22.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.7% |
| 7D | -2.5% | -1.2% | -1.3% | -2.4% |
| 30D | +0.3% | +18.3% | -18.0% | -0.5% |
| 3M | +25.2% | +9.1% | +16.2% | +24.7% |
| 6M | +89.7% | +11.7% | +78.0% | +89.8% |
| YTD | +35.5% | +25.7% | +9.8% | +32.9% |
| 1Y | +1.8% | +24.9% | -23.1% | -0.3% |
| All | +1.8% | +24.1% | -22.3% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling