+36.1%
HST vs VTR
+33.3%
+2.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | -2.5% | +1.1% | -3.6% | -2.6% |
| 3M | -5.1% | +7.9% | -13.0% | -5.4% |
| 6M | +21.6% | +6.2% | +15.5% | +21.2% |
| YTD | +31.6% | +17.7% | +13.9% | +31.4% |
| 1Y | +36.1% | +32.9% | +3.2% | +33.8% |
| All | +36.1% | +33.3% | +2.9% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling