+173.8%
CAH vs VTR
+132.9%
+40.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -5.1% | -0.3% | -4.8% | -5.0% |
| 30D | +0.2% | +1.1% | -0.9% | -0.1% |
| 3M | +6.3% | +7.9% | -1.6% | +3.8% |
| 6M | +9.4% | +6.2% | +3.2% | +7.1% |
| YTD | +15.0% | +17.7% | -2.8% | +9.9% |
| 1Y | +55.4% | +32.9% | +22.6% | +45.0% |
| 3Y | +173.8% | +129.7% | +44.1% | +149.3% |
| All | +173.8% | +132.9% | +40.9% | +149.3% |
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