+790.9%
NOW vs VTR
+87.8%
+703.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -4.1% | -2.9% | -1.2% | -3.6% |
| 30D | +2.9% | -2.8% | +5.7% | +3.3% |
| 3M | +22.6% | +9.0% | +13.6% | +20.7% |
| 6M | +7.5% | +5.0% | +2.6% | +6.1% |
| YTD | -14.4% | +16.9% | -31.3% | -17.5% |
| 1Y | -29.8% | +34.3% | -64.1% | -34.3% |
| 3Y | +9.2% | +131.6% | -122.3% | -9.4% |
| 5Y | +0.8% | +88.0% | -87.2% | -13.6% |
| 10Y | +790.9% | +97.8% | +693.2% | +642.8% |
| All | +790.9% | +87.8% | +703.1% | +642.8% |
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