+33.0%
BLK vs VTR
+87.5%
-54.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -3.3% | -0.3% | -3.0% | -3.2% |
| 30D | -6.5% | +1.1% | -7.6% | -6.9% |
| 3M | +6.7% | +7.9% | -1.2% | +3.1% |
| 6M | +14.7% | +6.2% | +8.6% | +11.3% |
| YTD | +2.5% | +17.7% | -15.2% | -4.6% |
| 1Y | -2.8% | +32.9% | -35.7% | -14.0% |
| 3Y | +65.9% | +129.7% | -63.8% | +14.0% |
| All | +33.0% | +87.5% | -54.5% | -7.0% |
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