+365.7%
ALAB vs VTR
+124.7%
+240.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -7.2% |
| 7D | +3.2% | -2.4% | +5.6% | +1.9% |
| 30D | -13.6% | -3.7% | -9.8% | -15.3% |
| 3M | -16.6% | +13.5% | -30.1% | -12.1% |
| 6M | +142.3% | +7.2% | +135.1% | +152.4% |
| YTD | +73.6% | +17.6% | +56.1% | +84.7% |
| 1Y | +33.7% | +35.4% | -1.7% | +48.5% |
| All | +365.7% | +124.7% | +240.9% | +456.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling