+72.7%
IVV vs VTR
+101.5%
-28.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +2.2% |
| 7D | +0.1% | +3.2% | -3.1% | -0.6% |
| 30D | -3.3% | +9.1% | -12.4% | -5.4% |
| 3M | -2.4% | -3.6% | +1.2% | -1.7% |
| 6M | +2.6% | +3.8% | -1.2% | +1.0% |
| YTD | +11.3% | +17.8% | -6.5% | +5.6% |
| 1Y | +13.4% | +20.5% | -7.1% | +6.8% |
| 3Y | +80.3% | +132.4% | -52.1% | +35.9% |
| 5Y | +72.7% | +99.9% | -27.2% | +35.6% |
| All | +72.7% | +101.5% | -28.8% | +35.6% |
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 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