+198.7%
B vs VTR
+131.6%
+67.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -1.3% |
| 7D | +2.3% | -2.4% | +4.7% | +3.0% |
| 30D | +1.4% | -3.7% | +5.1% | +2.4% |
| 3M | +12.2% | +13.5% | -1.3% | +7.6% |
| 6M | -2.1% | +7.2% | -9.3% | -4.4% |
| YTD | +2.9% | +17.6% | -14.6% | -2.6% |
| 1Y | +55.3% | +35.4% | +19.9% | +39.0% |
| 3Y | +198.7% | +132.8% | +65.8% | +116.5% |
| All | +198.7% | +131.6% | +67.0% | +116.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling