+57.4%
INTC vs VTR
+22.5%
+34.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.2% | -2.2% |
| 7D | -39.0% | +10.0% | -49.0% | -35.1% |
| 30D | -49.8% | +9.6% | -59.5% | -46.7% |
| 3M | -42.2% | -1.2% | -41.0% | -41.2% |
| 6M | -39.2% | +2.8% | -42.0% | -34.7% |
| YTD | +57.9% | +17.4% | +40.5% | +75.0% |
| 1Y | +57.4% | +22.0% | +35.4% | +81.6% |
| All | +57.4% | +22.5% | +34.9% | +81.6% |
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