+5,993.3%
FIX vs VTR
+85.6%
+5,907.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | +6.1% | -2.4% | +8.4% | +6.9% |
| 30D | -2.7% | -3.7% | +1.1% | -1.5% |
| 3M | -10.9% | +13.5% | -24.5% | -15.8% |
| 6M | +29.0% | +7.2% | +21.8% | +24.3% |
| YTD | +76.9% | +17.6% | +59.3% | +65.1% |
| 1Y | +130.7% | +35.4% | +95.4% | +104.1% |
| 3Y | +790.7% | +132.8% | +657.8% | +529.8% |
| 5Y | +2,185.6% | +88.7% | +2,096.9% | +1,621.5% |
| 10Y | +5,993.3% | +87.6% | +5,905.7% | +3,789.7% |
| All | +5,993.3% | +85.6% | +5,907.7% | +3,789.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling