+1,968.6%
VRSN vs EXR
+2,662.2%
-693.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +0.1% | -2.6% | +2.6% | +1.0% |
| 30D | -0.2% | -7.2% | +7.0% | +2.6% |
| 3M | -0.3% | -3.5% | +3.2% | +1.0% |
| 6M | +23.0% | -5.3% | +28.3% | +24.9% |
| YTD | +21.3% | +9.4% | +12.0% | +16.5% |
| 1Y | +6.7% | +1.3% | +5.4% | +5.1% |
| 3Y | +45.0% | +22.4% | +22.5% | +28.4% |
| 5Y | +35.0% | -12.2% | +47.3% | +34.2% |
| 10Y | +276.3% | +148.6% | +127.8% | +137.4% |
| All | +1,968.6% | +2,662.2% | -693.7% | +326.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling