+75.6%
BAC vs VTR
+90.0%
-14.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | -0.3% | -1.8% | +1.6% | +0.3% |
| 30D | -1.8% | +4.0% | -5.8% | -3.0% |
| 3M | +15.3% | +7.8% | +7.4% | +11.9% |
| 6M | +30.2% | +6.4% | +23.8% | +26.5% |
| YTD | +15.6% | +18.3% | -2.7% | +7.9% |
| 1Y | +27.5% | +33.9% | -6.5% | +13.4% |
| 3Y | +137.0% | +134.3% | +2.7% | +65.2% |
| 5Y | +75.6% | +90.3% | -14.7% | +29.8% |
| All | +75.6% | +90.0% | -14.4% | +29.8% |
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