+2,088.6%
CAH vs VTR
+1,484.0%
+604.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -2.2% | -2.9% | +0.7% | -1.8% |
| 30D | +1.2% | -2.8% | +4.0% | +1.6% |
| 3M | +13.1% | +9.0% | +4.1% | +11.5% |
| 6M | +8.5% | +5.0% | +3.5% | +7.5% |
| YTD | +17.6% | +16.9% | +0.7% | +14.7% |
| 1Y | +60.7% | +34.3% | +26.4% | +53.5% |
| 3Y | +183.2% | +131.6% | +51.6% | +147.8% |
| 5Y | +402.2% | +88.0% | +314.2% | +349.7% |
| 10Y | +302.3% | +97.8% | +204.5% | +239.5% |
| All | +2,088.6% | +1,484.0% | +604.6% | +1,379.0% |
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