+177.2%
APA vs VTR
+90.0%
+87.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | +0.8% | -1.8% | +2.6% | +1.2% |
| 30D | +9.6% | +4.0% | +5.6% | +8.5% |
| 3M | +18.0% | +7.8% | +10.2% | +15.5% |
| 6M | +41.9% | +6.4% | +35.5% | +38.9% |
| YTD | +86.3% | +18.3% | +68.0% | +76.5% |
| 1Y | +97.9% | +33.9% | +63.9% | +79.9% |
| 3Y | +12.8% | +134.3% | -121.5% | -18.7% |
| 5Y | +177.2% | +90.3% | +86.9% | +124.4% |
| All | +177.2% | +90.0% | +87.2% | +124.4% |
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 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