-4.5%
AKAM vs VTR
+87.5%
-92.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +1.5% | -0.3% | +1.8% | +1.5% |
| 30D | -13.0% | +1.1% | -14.1% | -13.2% |
| 3M | -19.4% | +7.9% | -27.3% | -21.0% |
| 6M | +0.3% | +6.2% | -5.9% | -1.5% |
| YTD | +22.4% | +17.7% | +4.7% | +17.2% |
| 1Y | +34.8% | +32.9% | +1.9% | +25.3% |
| 3Y | +1.9% | +129.7% | -127.7% | -18.1% |
| All | -4.5% | +87.5% | -92.0% | -22.7% |
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