+21.2%
VZ vs EXR
-1.3%
+22.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +2.4% | +1.7% | +0.6% | +2.0% |
| 30D | +11.2% | +18.0% | -6.9% | +7.6% |
| 3M | 0.0% | +9.7% | -9.7% | -1.8% |
| 6M | +1.3% | +13.4% | -12.2% | -1.2% |
| YTD | +21.3% | +26.3% | -5.0% | +15.8% |
| 1Y | +23.9% | +27.6% | -3.6% | +18.2% |
| 3Y | +57.7% | +52.2% | +5.5% | +45.4% |
| 5Y | +21.2% | -1.1% | +22.3% | +18.6% |
| All | +21.2% | -1.3% | +22.5% | +18.6% |
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