+89.6%
MA vs VTR
+102.5%
-12.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | +0.2% |
| 7D | +1.8% | +3.8% | -2.0% | +0.6% |
| 30D | +11.8% | +10.1% | +1.7% | +8.5% |
| 3M | +17.2% | -1.2% | +18.3% | +17.4% |
| 6M | +33.4% | +4.8% | +28.6% | +30.6% |
| YTD | +16.1% | +18.9% | -2.7% | +8.7% |
| 1Y | +19.9% | +21.8% | -1.9% | +11.1% |
| 3Y | +70.1% | +132.0% | -61.9% | +22.1% |
| 5Y | +89.6% | +94.7% | -5.0% | +48.5% |
| All | +89.6% | +102.5% | -12.8% | +48.5% |
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