-13.6%
BKNG vs VTR
+22.5%
-36.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.5% | +7.3% | +9.5% |
| 7D | +15.6% | +10.0% | +5.5% | +14.6% |
| 30D | +8.0% | +9.6% | -1.7% | +7.3% |
| 3M | -11.8% | -1.2% | -10.6% | -12.3% |
| 6M | +3.8% | +2.8% | +0.9% | +3.6% |
| YTD | -19.6% | +17.4% | -37.0% | -14.3% |
| 1Y | -13.6% | +22.0% | -35.6% | -1.8% |
| All | -13.6% | +22.5% | -36.1% | -1.8% |
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 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