+631.0%
MSCI vs VTR
+87.8%
+543.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -1.1% | -2.9% | +1.8% | -0.4% |
| 30D | -1.2% | -2.8% | +1.6% | -0.6% |
| 3M | -8.4% | +9.0% | -17.4% | -10.5% |
| 6M | -1.0% | +5.0% | -6.0% | -2.7% |
| YTD | -2.3% | +16.9% | -19.2% | -6.6% |
| 1Y | -1.2% | +34.3% | -35.5% | -9.0% |
| 3Y | +7.9% | +131.6% | -123.7% | -14.1% |
| 5Y | -10.1% | +88.0% | -98.1% | -25.6% |
| 10Y | +631.0% | +97.8% | +533.2% | +432.1% |
| All | +631.0% | +87.8% | +543.2% | +432.1% |
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