+20.2%
VEEV vs EXR
+23.6%
-3.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.7% |
| 7D | -5.2% | -0.7% | -4.5% | -5.0% |
| 30D | +14.9% | -6.9% | +21.9% | +16.7% |
| 3M | +58.4% | -3.0% | +61.3% | +59.6% |
| 6M | +35.5% | -2.9% | +38.4% | +36.3% |
| YTD | +18.6% | +9.3% | +9.4% | +15.6% |
| 1Y | -6.3% | -0.9% | -5.4% | -6.5% |
| 3Y | +20.2% | +24.7% | -4.5% | +13.7% |
| All | +20.2% | +23.6% | -3.4% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling