+33.1%
DIS vs VTR
+132.7%
-99.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.4% |
| 7D | -2.6% | -1.7% | -0.9% | -2.3% |
| 30D | +3.5% | -2.4% | +5.9% | +3.9% |
| 3M | +6.8% | +14.8% | -8.0% | +4.1% |
| 6M | +3.0% | +5.3% | -2.4% | +1.9% |
| YTD | -6.7% | +18.1% | -24.8% | -9.7% |
| 1Y | -10.1% | +36.7% | -46.8% | -15.6% |
| All | +33.1% | +132.7% | -99.5% | +12.9% |
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