+248.1%
HD vs VTR
+132.2%
+115.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -0.5% | +0.7% | -1.2% | -0.7% |
| 30D | +18.5% | +6.9% | +11.6% | +16.3% |
| 3M | +2.2% | +1.3% | +0.8% | +1.7% |
| 6M | +13.8% | +2.5% | +11.4% | +12.6% |
| YTD | +3.4% | +18.0% | -14.6% | -1.9% |
| 1Y | -3.5% | +19.5% | -23.0% | -8.9% |
| 3Y | +29.0% | +130.2% | -101.2% | +0.1% |
| 5Y | +6.1% | +93.8% | -87.8% | -14.9% |
| All | +248.1% | +132.2% | +115.9% | +134.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling