+206.4%
HD vs VTR
+99.2%
+107.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -3.8% | -0.3% | -3.5% | -3.8% |
| 30D | -9.4% | +1.1% | -10.5% | -9.8% |
| 3M | -4.6% | +7.9% | -12.5% | -6.9% |
| 6M | -10.1% | +6.2% | -16.3% | -12.0% |
| YTD | -8.3% | +17.7% | -26.1% | -12.9% |
| 1Y | -25.0% | +32.9% | -57.9% | -31.3% |
| 3Y | +1.5% | +129.7% | -128.1% | -21.0% |
| 5Y | +5.6% | +89.3% | -83.7% | -14.7% |
| All | +206.4% | +99.2% | +107.2% | +113.3% |
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 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