+1.2%
EXE vs VTR
+33.3%
-32.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.1% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -0.9% | +1.1% | -2.0% | -1.0% |
| 3M | +9.6% | +7.9% | +1.7% | +8.6% |
| 6M | -11.6% | +6.2% | -17.8% | -12.0% |
| YTD | -12.6% | +17.7% | -30.3% | -15.0% |
| 1Y | +1.2% | +32.9% | -31.7% | -2.5% |
| All | +1.2% | +33.3% | -32.1% | -2.5% |
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