+7.2%
VNQ vs EXR
-11.2%
+18.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | -2.6% | -3.2% | +0.6% | -1.0% |
| 30D | -2.3% | -6.9% | +4.5% | +1.2% |
| 3M | -2.8% | -7.8% | +5.0% | +1.2% |
| 6M | +2.5% | -4.9% | +7.4% | +4.8% |
| YTD | +8.4% | +7.2% | +1.3% | +4.2% |
| 1Y | +6.8% | -1.5% | +8.3% | +6.8% |
| 3Y | +29.9% | +22.3% | +7.7% | +14.3% |
| 5Y | +7.2% | -10.9% | +18.1% | +10.1% |
| All | +7.2% | -11.2% | +18.4% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling