+17.9%
NOW vs VTR
+132.6%
-114.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -3.1% |
| 7D | -2.4% | -1.7% | -0.7% | -2.5% |
| 30D | +20.5% | -2.4% | +23.0% | +20.4% |
| 3M | +18.3% | +14.8% | +3.6% | +20.1% |
| 6M | +24.1% | +5.3% | +18.7% | +25.6% |
| YTD | -7.8% | +18.1% | -25.9% | -7.5% |
| 1Y | -21.4% | +36.7% | -58.1% | -22.8% |
| All | +17.9% | +132.6% | -114.7% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling