+22.4%
VZ vs EXR
+26.1%
-3.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.7% |
| 7D | +2.1% | +5.2% | -3.1% | +0.5% |
| 30D | +1.4% | +20.9% | -19.5% | -4.3% |
| 3M | -1.3% | +7.7% | -9.0% | -3.4% |
| 6M | -0.5% | +13.2% | -13.7% | -3.7% |
| YTD | +19.6% | +26.5% | -6.8% | +11.4% |
| 1Y | +22.4% | +27.2% | -4.8% | +13.9% |
| All | +22.4% | +26.1% | -3.7% | +13.9% |
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 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