+106.0%
CTAS vs VTR
+90.0%
+16.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -1.2% |
| 7D | -1.3% | -1.8% | +0.5% | -0.7% |
| 30D | -3.1% | +4.0% | -7.1% | -4.3% |
| 3M | +10.3% | +7.8% | +2.4% | +7.6% |
| 6M | +1.6% | +6.4% | -4.7% | -0.7% |
| YTD | +6.3% | +18.3% | -12.0% | +0.4% |
| 1Y | -0.5% | +33.9% | -34.4% | -9.9% |
| 3Y | +64.6% | +134.3% | -69.7% | +24.0% |
| 5Y | +106.0% | +90.3% | +15.7% | +57.3% |
| All | +106.0% | +90.0% | +16.0% | +57.3% |
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 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