+12,882.1%
BLK vs VTR
+6,779.9%
+6,102.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.3% |
| 6M | +14.7% | +6.2% | +8.6% | +11.4% |
| YTD | +2.5% | +17.7% | -15.2% | -4.2% |
| 1Y | -2.8% | +32.9% | -35.7% | -13.3% |
| 3Y | +65.9% | +129.7% | -63.8% | +20.0% |
| 5Y | +33.0% | +89.3% | -56.3% | +1.6% |
| 10Y | +281.2% | +99.1% | +182.1% | +149.4% |
| All | +12,882.1% | +6,779.9% | +6,102.2% | +5,007.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling