+101.4%
APA vs VTR
+33.3%
+68.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | +4.6% | -0.3% | +4.9% | +4.5% |
| 30D | +11.9% | +1.1% | +10.8% | +12.2% |
| 3M | +22.5% | +7.9% | +14.6% | +25.7% |
| 6M | +37.5% | +6.2% | +31.4% | +41.3% |
| YTD | +87.2% | +17.7% | +69.4% | +94.8% |
| 1Y | +101.4% | +32.9% | +68.5% | +115.4% |
| All | +101.4% | +33.3% | +68.2% | +115.4% |
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