+40.5%
ALL vs VTR
+22.5%
+18.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.5% | +0.4% | +2.1% |
| 7D | +7.5% | +10.0% | -2.5% | +4.5% |
| 30D | +19.7% | +9.6% | +10.1% | +16.6% |
| 3M | +2.9% | -1.2% | +4.1% | +2.8% |
| 6M | +23.5% | +2.8% | +20.7% | +20.6% |
| YTD | +31.1% | +17.4% | +13.7% | +32.4% |
| 1Y | +40.5% | +22.0% | +18.5% | +40.4% |
| All | +40.5% | +22.5% | +18.0% | +40.4% |
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