+71.6%
CRH vs VTR
+132.9%
-61.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -6.1% | -0.3% | -5.7% | -6.0% |
| 30D | -9.3% | +1.1% | -10.4% | -9.5% |
| 3M | -15.2% | +7.9% | -23.1% | -16.9% |
| 6M | -14.2% | +6.2% | -20.4% | -15.7% |
| YTD | -28.3% | +17.7% | -46.0% | -31.4% |
| 1Y | -21.8% | +32.9% | -54.7% | -27.7% |
| 3Y | +71.6% | +129.7% | -58.1% | +35.4% |
| All | +71.6% | +132.9% | -61.3% | +35.4% |
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