+7.4%
ABT vs VTR
+134.0%
-126.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.1% |
| 7D | -5.0% | -1.8% | -3.2% | -4.5% |
| 30D | -5.8% | +4.0% | -9.8% | -6.8% |
| 3M | +16.7% | +7.8% | +8.9% | +14.3% |
| 6M | -5.2% | +6.4% | -11.6% | -7.0% |
| YTD | -16.0% | +18.3% | -34.3% | -19.7% |
| 1Y | -18.3% | +33.9% | -52.2% | -24.3% |
| All | +7.4% | +134.0% | -126.7% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling