+1,757.3%
FDX vs VTR
+1,499.7%
+257.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.1% |
| 7D | -2.5% | -1.7% | -0.8% | -2.1% |
| 30D | +3.8% | -2.4% | +6.2% | +4.4% |
| 3M | -1.3% | +14.8% | -16.1% | -4.8% |
| 6M | +5.0% | +5.3% | -0.3% | +3.3% |
| YTD | +39.6% | +18.1% | +21.6% | +33.6% |
| 1Y | +81.1% | +36.7% | +44.4% | +67.0% |
| 3Y | +63.0% | +130.1% | -67.0% | +31.5% |
| 5Y | +65.6% | +89.5% | -23.9% | +38.2% |
| 10Y | +183.4% | +87.4% | +96.0% | +119.5% |
| All | +1,757.3% | +1,499.7% | +257.5% | +963.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling