+25.2%
VZ vs EXR
+28.1%
-2.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.1% |
| 7D | +6.9% | +11.3% | -4.3% | +3.4% |
| 30D | +2.3% | +21.2% | -18.9% | -3.6% |
| 3M | 0.0% | +8.7% | -8.7% | -2.4% |
| 6M | +0.2% | +18.2% | -18.0% | -3.9% |
| YTD | +20.9% | +27.9% | -7.0% | +12.3% |
| 1Y | +25.2% | +28.3% | -3.1% | +16.4% |
| All | +25.2% | +28.1% | -2.8% | +16.4% |
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