+138.3%
GOOGL vs VTR
+90.0%
+48.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.3% |
| 7D | -2.8% | -1.8% | -1.0% | -2.4% |
| 30D | -3.2% | +4.0% | -7.2% | -4.1% |
| 3M | -6.6% | +7.8% | -14.5% | -8.6% |
| 6M | +8.5% | +6.4% | +2.1% | +6.4% |
| YTD | +6.5% | +18.3% | -11.8% | +1.7% |
| 1Y | +39.4% | +33.9% | +5.5% | +28.8% |
| 3Y | +146.2% | +134.3% | +11.9% | +88.7% |
| 5Y | +138.3% | +90.3% | +48.1% | +86.4% |
| All | +138.3% | +90.0% | +48.3% | +86.4% |
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