+1,264.4%
BE vs VTR
+87.5%
+1,176.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +7.0% |
| 7D | +9.0% | -0.3% | +9.4% | +9.2% |
| 30D | +16.3% | +1.1% | +15.2% | +15.3% |
| 3M | +10.8% | +7.9% | +2.9% | +1.7% |
| 6M | +73.2% | +6.2% | +67.0% | +60.1% |
| YTD | +217.4% | +17.7% | +199.6% | +171.9% |
| 1Y | +309.8% | +32.9% | +276.9% | +216.0% |
| 3Y | +1,726.2% | +129.7% | +1,596.5% | +749.8% |
| All | +1,264.4% | +87.5% | +1,176.9% | +551.5% |
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 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