+908.9%
FTAI vs VTR
+87.5%
+821.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.5% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -17.9% | +1.1% | -19.0% | -18.4% |
| 3M | -22.7% | +7.9% | -30.6% | -26.4% |
| 6M | -28.0% | +6.2% | -34.2% | -31.1% |
| YTD | -5.0% | +17.7% | -22.7% | -13.7% |
| 1Y | +10.4% | +32.9% | -22.5% | -6.1% |
| 3Y | +425.2% | +129.7% | +295.6% | +230.0% |
| All | +908.9% | +87.5% | +821.4% | +605.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling