-4.9%
EQT vs VTR
+22.5%
-27.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -3.2% |
| 7D | -6.6% | +10.0% | -16.6% | -6.9% |
| 30D | +2.7% | +9.6% | -6.9% | +2.3% |
| 3M | -0.2% | -1.2% | +1.1% | +0.1% |
| 6M | -10.6% | +2.8% | -13.4% | -10.7% |
| YTD | -1.2% | +17.4% | -18.5% | -6.6% |
| 1Y | -4.9% | +22.0% | -26.8% | -11.8% |
| All | -4.9% | +22.5% | -27.3% | -11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling