+24,378.7%
GILD vs VTR
+1,494.8%
+22,883.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | +5.8% | +1.1% | +4.7% | +5.6% |
| 3M | +14.9% | +7.9% | +7.0% | +13.3% |
| 6M | -0.4% | +6.2% | -6.5% | -1.6% |
| YTD | +18.5% | +17.7% | +0.8% | +15.0% |
| 1Y | +25.1% | +32.9% | -7.8% | +18.8% |
| 3Y | +105.9% | +129.7% | -23.8% | +77.1% |
| 5Y | +143.0% | +89.3% | +53.7% | +113.5% |
| 10Y | +162.4% | +99.1% | +63.3% | +113.5% |
| All | +24,378.7% | +1,494.8% | +22,883.9% | +12,213.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling