+141.3%
BP vs VTR
+90.0%
+51.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.6% |
| 7D | +5.7% | -1.8% | +7.5% | +6.1% |
| 30D | +8.1% | +4.0% | +4.1% | +7.2% |
| 3M | +8.6% | +7.8% | +0.8% | +6.7% |
| 6M | +18.1% | +6.4% | +11.8% | +16.2% |
| YTD | +37.6% | +18.3% | +19.3% | +32.0% |
| 1Y | +39.4% | +33.9% | +5.5% | +29.7% |
| 3Y | +40.1% | +134.3% | -94.3% | +11.0% |
| 5Y | +141.3% | +90.3% | +51.1% | +102.1% |
| All | +141.3% | +90.0% | +51.3% | +102.1% |
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