+224.4%
MRK vs VTR
+99.2%
+125.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -4.3% | -0.3% | -3.9% | -4.2% |
| 30D | +8.3% | +1.1% | +7.2% | +8.1% |
| 3M | +20.0% | +7.9% | +12.1% | +18.7% |
| 6M | +25.7% | +6.2% | +19.5% | +24.5% |
| YTD | +38.7% | +17.7% | +21.0% | +35.4% |
| 1Y | +74.7% | +32.9% | +41.8% | +67.5% |
| 3Y | +45.4% | +129.7% | -84.3% | +28.8% |
| 5Y | +129.0% | +89.3% | +39.7% | +106.4% |
| All | +224.4% | +99.2% | +125.2% | +184.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling