+5.5%
GD vs VTR
+20.9%
-15.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +2.1% |
| 7D | -3.0% | +3.2% | -6.2% | -3.6% |
| 30D | +9.3% | +9.1% | +0.2% | +7.7% |
| 3M | -7.2% | -3.6% | -3.6% | -7.2% |
| 6M | +5.5% | +3.8% | +1.7% | +3.8% |
| YTD | +9.5% | +17.8% | -8.3% | +8.4% |
| All | +5.5% | +20.9% | -15.5% | +2.8% |
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