+138.4%
HLT vs VTR
+87.5%
+50.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -5.0% | +1.1% | -6.1% | -5.3% |
| 3M | -10.4% | +7.9% | -18.3% | -12.3% |
| 6M | +3.2% | +6.2% | -2.9% | +1.2% |
| YTD | +6.7% | +17.7% | -11.0% | +1.7% |
| 1Y | +10.3% | +32.9% | -22.6% | +1.4% |
| 3Y | +99.3% | +129.7% | -30.3% | +51.1% |
| All | +138.4% | +87.5% | +50.9% | +87.8% |
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