+360.5%
BE vs VTR
+36.9%
+323.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.4% | +6.2% |
| 7D | +20.0% | -1.7% | +21.7% | +18.9% |
| 30D | +7.9% | -2.4% | +10.4% | +6.0% |
| 3M | -13.2% | +14.8% | -28.0% | -13.3% |
| 6M | +53.5% | +5.3% | +48.1% | +53.7% |
| YTD | +191.0% | +18.1% | +172.9% | +215.4% |
| 1Y | +360.5% | +36.7% | +323.8% | +483.6% |
| All | +360.5% | +36.9% | +323.6% | +483.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling