+27.0%
ALL vs VTR
+36.9%
-9.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.9% |
| 7D | 0.0% | -1.7% | +1.7% | +0.4% |
| 30D | -1.5% | -2.4% | +1.0% | -0.9% |
| 3M | +23.6% | +14.8% | +8.8% | +20.9% |
| 6M | +22.3% | +5.3% | +17.0% | +20.1% |
| YTD | +26.5% | +18.1% | +8.4% | +24.7% |
| 1Y | +27.0% | +36.7% | -9.7% | +22.2% |
| All | +27.0% | +36.9% | -9.9% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling