+46.5%
VTRS vs EXR
-11.2%
+57.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -3.3% | -3.2% | -0.1% | -2.2% |
| 30D | +1.4% | -6.9% | +8.3% | +3.9% |
| 3M | +4.6% | -7.8% | +12.4% | +7.6% |
| 6M | +18.1% | -4.9% | +22.9% | +19.9% |
| YTD | +34.7% | +7.2% | +27.5% | +31.0% |
| 1Y | +65.6% | -1.5% | +67.1% | +65.6% |
| 3Y | +83.8% | +22.3% | +61.5% | +70.5% |
| 5Y | +46.5% | -10.9% | +57.4% | +45.2% |
| All | +46.5% | -11.2% | +57.7% | +45.2% |
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