+422.4%
GE vs VTR
+90.0%
+332.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.8% |
| 7D | -2.8% | -1.8% | -1.0% | -2.2% |
| 30D | -11.9% | +4.0% | -15.9% | -13.1% |
| 3M | +1.8% | +7.8% | -6.0% | -1.5% |
| 6M | -0.6% | +6.4% | -7.0% | -3.5% |
| YTD | +5.5% | +18.3% | -12.8% | -1.3% |
| 1Y | +15.0% | +33.9% | -19.0% | +2.7% |
| 3Y | +269.5% | +134.3% | +135.2% | +165.5% |
| 5Y | +422.4% | +90.3% | +332.2% | +303.0% |
| All | +422.4% | +90.0% | +332.4% | +303.0% |
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