+40.1%
GILD vs VTR
+21.8%
+18.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +1.2% | +6.4% | -5.2% | -0.3% |
| 30D | +16.2% | +8.8% | +7.4% | +13.8% |
| 3M | +27.9% | -3.2% | +31.1% | +28.5% |
| 6M | +27.1% | +3.8% | +23.2% | +25.1% |
| YTD | +39.0% | +17.2% | +21.8% | +33.9% |
| 1Y | +40.1% | +21.7% | +18.4% | +36.3% |
| All | +40.1% | +21.8% | +18.3% | +36.3% |
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