+112.4%
C vs VTR
+101.5%
+10.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +2.2% |
| 7D | -0.9% | +3.2% | -4.1% | -1.8% |
| 30D | -5.4% | +9.1% | -14.5% | -8.0% |
| 3M | -9.2% | -3.6% | -5.6% | -8.3% |
| 6M | -1.8% | +3.8% | -5.6% | -3.9% |
| YTD | +6.7% | +17.8% | -11.1% | -0.5% |
| 1Y | +23.5% | +20.5% | +3.0% | +14.2% |
| 3Y | +219.8% | +132.4% | +87.4% | +122.2% |
| 5Y | +112.4% | +99.9% | +12.5% | +55.1% |
| All | +112.4% | +101.5% | +10.9% | +55.1% |
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