+158.8%
B vs VTR
+88.4%
+70.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.3% |
| 7D | +1.0% | -2.9% | +4.0% | +1.9% |
| 30D | +9.5% | -2.8% | +12.3% | +10.4% |
| 3M | +14.3% | +9.0% | +5.3% | +11.0% |
| 6M | -1.9% | +5.0% | -6.8% | -3.7% |
| YTD | +4.1% | +16.9% | -12.8% | -1.6% |
| 1Y | +56.1% | +34.3% | +21.8% | +40.6% |
| 3Y | +202.0% | +131.6% | +70.4% | +125.8% |
| 5Y | +158.8% | +88.0% | +70.8% | +97.1% |
| All | +158.8% | +88.4% | +70.4% | +97.1% |
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