+149.6%
GOOGL vs VTR
+132.9%
+16.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.8% |
| 7D | 0.0% | -0.3% | +0.3% | 0.0% |
| 30D | -1.4% | +1.1% | -2.5% | -1.5% |
| 3M | -5.3% | +7.9% | -13.2% | -6.3% |
| 6M | +9.8% | +6.2% | +3.6% | +8.9% |
| YTD | +8.4% | +17.7% | -9.4% | +6.3% |
| 1Y | +41.2% | +32.9% | +8.3% | +36.3% |
| 3Y | +149.6% | +129.7% | +19.9% | +113.1% |
| All | +149.6% | +132.9% | +16.7% | +113.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling