+13,503.3%
GOOGL vs VTR
+705.5%
+12,797.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +1.1% | -2.4% | +3.5% | +1.7% |
| 30D | -4.4% | -3.7% | -0.7% | -3.5% |
| 3M | -6.8% | +13.5% | -20.3% | -10.3% |
| 6M | +13.6% | +7.2% | +6.4% | +10.9% |
| YTD | +8.3% | +17.6% | -9.3% | +3.1% |
| 1Y | +44.9% | +35.4% | +9.6% | +32.6% |
| 3Y | +150.5% | +132.8% | +17.6% | +94.8% |
| 5Y | +137.7% | +88.7% | +49.1% | +93.1% |
| 10Y | +750.9% | +87.6% | +663.3% | +525.2% |
| All | +13,503.3% | +705.5% | +12,797.8% | +5,634.2% |
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