+196.2%
B vs VTR
+1,499.7%
-1,303.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -2.0% |
| 7D | -1.6% | -1.7% | +0.1% | -1.4% |
| 30D | +9.4% | -2.4% | +11.9% | +9.7% |
| 3M | +5.0% | +14.8% | -9.8% | +3.4% |
| 6M | -3.5% | +5.3% | -8.9% | -4.2% |
| YTD | +4.5% | +18.1% | -13.6% | +2.5% |
| 1Y | +67.8% | +36.7% | +31.1% | +62.2% |
| 3Y | +196.7% | +130.1% | +66.6% | +172.4% |
| 5Y | +151.9% | +89.5% | +62.4% | +134.3% |
| 10Y | +202.2% | +87.4% | +114.8% | +171.9% |
| All | +196.2% | +1,499.7% | -1,303.6% | +138.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling