+131.1%
ADI vs VTR
+90.0%
+41.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.4% |
| 7D | +1.3% | -1.8% | +3.1% | +1.9% |
| 30D | -6.0% | +4.0% | -10.0% | -7.1% |
| 3M | -7.7% | +7.8% | -15.6% | -10.7% |
| 6M | +14.0% | +6.4% | +7.6% | +10.5% |
| YTD | +34.4% | +18.3% | +16.1% | +25.1% |
| 1Y | +48.0% | +33.9% | +14.0% | +30.8% |
| 3Y | +113.3% | +134.3% | -21.0% | +47.4% |
| 5Y | +131.1% | +90.3% | +40.8% | +64.6% |
| All | +131.1% | +90.0% | +41.1% | +64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling