-9.2%
VRSK vs EXR
+28.1%
-37.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.6% | -0.3% |
| 7D | +4.2% | +11.3% | -7.0% | +1.9% |
| 30D | +21.2% | +21.2% | 0.0% | +16.5% |
| 3M | +2.9% | +8.7% | -5.8% | +0.6% |
| 6M | +11.3% | +18.2% | -6.9% | +9.3% |
| YTD | -10.8% | +27.9% | -38.8% | -13.4% |
| 1Y | -9.2% | +28.3% | -37.5% | -11.7% |
| All | -9.2% | +28.1% | -37.2% | -11.7% |
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 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