+14.5%
NET vs VTR
+22.5%
-8.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -1.3% |
| 7D | -16.4% | +10.0% | -26.4% | -12.3% |
| 30D | -25.8% | +9.6% | -35.5% | -22.2% |
| 3M | -11.5% | -1.2% | -10.3% | -11.5% |
| 6M | +18.9% | +2.8% | +16.1% | +25.5% |
| YTD | +35.2% | +17.4% | +17.8% | +45.9% |
| 1Y | +14.5% | +22.0% | -7.5% | +27.6% |
| All | +14.5% | +22.5% | -8.0% | +27.6% |
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