+197.1%
ABT vs VTR
+99.2%
+97.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -5.9% | -0.3% | -5.6% | -5.8% |
| 30D | -8.1% | +1.1% | -9.2% | -8.2% |
| 3M | +14.5% | +7.9% | +6.6% | +13.2% |
| 6M | -6.3% | +6.2% | -12.4% | -7.2% |
| YTD | -17.1% | +17.7% | -34.8% | -19.2% |
| 1Y | -21.4% | +32.9% | -54.3% | -24.7% |
| 3Y | +5.9% | +129.7% | -123.8% | -6.3% |
| 5Y | -12.8% | +89.3% | -102.1% | -21.5% |
| All | +197.1% | +99.2% | +97.9% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling