+21.5%
BX vs VTR
+134.0%
-112.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.0% | -3.2% |
| 7D | -8.9% | -1.8% | -7.1% | -8.4% |
| 30D | -14.8% | +4.0% | -18.8% | -15.9% |
| 3M | +6.9% | +7.8% | -0.9% | +3.4% |
| 6M | +16.3% | +6.4% | +9.9% | +12.9% |
| YTD | -16.1% | +18.3% | -34.4% | -22.2% |
| 1Y | -26.8% | +33.9% | -60.7% | -36.0% |
| All | +21.5% | +134.0% | -112.5% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling